Nathan Holt

Getting Your Finances on Track after a Divorce

The process of divorce brings out a full range of emotions, from shock and anger to fear and uncertainty. The legal proceedings, compromises and settlements to be made can lead to a lack of confidence and vision for the future. Once the decree is finalized, one may not know what to do next, or who to turn to for financial…

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Pat O'Brien

What’s the Difference between a Financial Planner and a Wealth Manager?

In the financial services industry, there are many terms used to describe the professionals who help you with your investments. Over the course of my career, I’ve heard them all used interchangeably and what I’ve realized is that most investors don’t know the differences that exist among the various titles and certifications. The two that I see used the most…

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Michael Brown

Why Gen X is Unprepared for Retirement, and What We Can Do About It

It’s been reported that $30 trillion will be transferred over the next 20 years from the Boomers to Generation X. While that number represents a staggering transfer of wealth, it also begs the question: Is Generation X properly planning for their financial future, regardless of whether they stand to receive any amount of wealth from their parents? In full disclosure,…

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Bill Pohrer

Start Talking About Your Money

The public is exposed to a daily barrage of messages about money, investing and retirement planning. These range from news stories about the future of social security, commercials about how long you may live and ongoing commentary about potential market impacts resulting from troubles overseas. Yet with all this chatter, a recent Fidelity survey as discussed in The Philadelphia Inquirer…

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John McArthur

How Different Are Today’s 401k Plans from the 1980s?

As it turns out, today’s 401k plans are very different from the original version that was rolled out in the 1980s. Krilogy Senior Partner and Chief Investment Officer, John McArthur, recently provided his commentary for a story in Fiduciary News, an outlet covering news and information for the professional fiduciary. The article, titled “5 Dramatic Ways 21st Century 401k Plans…

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