Saturday, November 28, 2015

What Your Advisor Doesn't Want You to Know

Hanson McClain's Money Matters Weekend Update
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Should I invest in REITs?
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The US Needs a Better, Simpler Retirement Savings Solution

logo-cnbc.pngThe retirement savings "system" in the United States is a confusing mess, with an uneven playing field that tends to benefit those people who are fortunate enough to work for an employee-friendly company. Read the full CNBC article.

Don't be Sentimental with Inherited Stocks

Honor your beloved relative's memory by diversifying as soon as possible.

Q: My aunt died in 1997 and left me a generous amount of Chevron stock. Partly because she and I were so close, I've never felt right about selling it. But given what's recently happened with the price of oil, and, considering that I'm now retired and the stock makes up a majority of my retirement, what do you think about me liquidating it and moving on? Read full article.

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Scott Hanson CFP®, CFS®, ChFC
Co-Founder, Co-CEO
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Hanson McClain offers advisory services in all 50 states. Hanson McClain Advisors is an investment advisor registered with the Securities and Exchange Commission.

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