Articles

As our financial lives evolve, we often wonder at what point or how frequently to take certain actions toward our long-term goals. In an ongoing feature, investment advisors from Landaas & Company provide answers. Each of the responses includes links to further information. Click here to ask your own “When Should I…?” When Should I…

As part of an ongoing feature, we’ll answer frequently asked questions from investors on when to take certain steps toward long-term financial plans. Included here is a schedule for tax form releases from Pershing, which issues most of the tax forms for Landaas & Company. […]

To have the confidence to retire, investors need to assess their financial resources and allocate them for both long-term growth and short-term peace of mind. Art Rothschild explains in a MONEY TALK VIDEO.

Check your answers to the Mutual Fund 101 Quiz below. Click on the links beneath each group of answers to see the related Money Talk Videos.  To peruse all of the Mutual Fund 101 videos, click here on Landaas.com or here on the Landaas Money Talk YouTube channel. 1. Academic research has credited more than 90% of…

By Bob Landaas I spent an hour recently with a client who was wondering about the right stock/bond mix. It’s an important question. Recently, the Wall Street Journal reported on research showing that since 1926, if you were invested 100% in stocks, you would have made 10% a year. If you had 60% in stocks, 40% in bonds, you would have made 9%. […]

There is a necessary balance needed between security and convenience. Stronger security often leads to less convenience for home computer users. In the case of the Morningstar Client Web Portal, users are allowed five login attempts before their account becomes locked. Once an account is locked, Landaas & Company associates have to communicate with Morningstar…