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Michael Andersen Featured in Kiplinger | Should You Add A Robo-Adviser To Your Financial Team?

Popular culture often takes an “us vs. them” attitude toward technology. Think about the menacing messages of 2001: A Space Odyssey, Blade Runner or Terminator. Machines are bad and want to take over; people are good and must control them. In real life, though, technology isn’t nearly so scary — unless, of course, you’re worried a robot will take away your job. I’m not. Though some may see the growing popularity of so-called “robo-advisers” as a threat to financial professionals, I’m embracing this method of investing as a way to further diversify a client’s portfolio and look out for his or her best interests.

Michael Andersen Featured in Kiplinger | Investors: Keep Your Guard Up and Be Ready for a Bear Market

The good times have been rolling for so long that it's easy to forget the sting a downturn can deliver. Those close to retirement can least afford to be lulled into a false sense of security. Here's what they should be doing right now.

Planning for a Successful Marriage in Retirement

Anyone who has been married for a long time knows that there are ups and downs. As is the case with any meaningful relationship, you do not always see eye to eye in every circumstance. Sometimes, that results in a disagreement, but usually, you end up working it out, compromising, or at the very least agreeing to disagree.

When it comes to transitioning to retirement, a fair amount of strain can be put on even the happiest of marriages. With any major life change, there comes an adjustment period and a time to manage your expectations and reach compromises with your spouse about what you see your retirement looking like.

What to Do When There Is Threat of Market Fluctuation

One of our responsibilities as an investment advisor is to help you put market news in its proper perspective, especially when the media is reporting the potential for global market corrections in the wake of political events, like the replacement of Fed Chair Janet Yellen. If you’re reading the popular press, you’re seeing a lot…

Nearing Retirement? Steps to Take for a Confident Transition

All of us dream of a confident retirement. For some, the first thing that comes to mind when imagining retirement is simply relaxing. And while spending your days on the golf course might be fun for a while, true happiness in retirement is usually found in finding new routines, interests, and opportunities that a confident retirement can provide. The opportunity to do more of what you want to do and less of what you are bound to do is the true goal of retirement planning.