What is the Difference between a Broker and an Investment Advisor?20180422015030

What is the Difference between a Broker and an Investment Advisor?

AJ NorrisApril 22, 2018
A Broker acts as an intermediary between an investor and a securities dealer and is compensated through commissions. By law, a broker is prohibited from giving investment advice not incidental to a product they are selling. Recent court rulings have reconfirmed the necessity for ...
Roth IRA Conversions20150326150603

Roth IRA Conversions

AJ NorrisMarch 26, 2015
With the lure of tax-free distributions, Roth IRAs have become increasingly popular retirement savings vehicles. According to the Investment Company Institute, 19.1 million U.S. households (about 15.6%) owned Roth IRAs in 2013....
What Is Inflation and Why Should You Care About It?20150317140509

What Is Inflation and Why Should You Care About It?

AJ NorrisMarch 17, 2015
Prices: Up, up and away Inflation occurs when there is more money circulating than there are goods and services to buy. The process is like trying to attend a sold-out concert at the last minute; there is more demand for tickets than there are tickets to go around. As a result, t...
Exchange-Traded Funds: Do They Belong in Your Portfolio?20150304153028

Exchange-Traded Funds: Do They Belong in Your Portfolio?

AJ NorrisMarch 4, 2015
Exchange-traded funds (ETFs) have become increasingly popular since they were introduced in the United States in the mid-1990s. Their tax efficiencies and relatively low investing costs have attracted investors who like the idea of combining the diversification of mutual funds wi...
Saving for College20150223164535

Saving for College

AJ NorrisFebruary 23, 2015
There’s no denying the benefits of a college education: the ability to compete in today’s competitive job market, increased earning power, and expanded horizons. But these advantages come at a price–college is expensive. And yet, year after year, thousands of st...
Changing Jobs? Take Your 401(k) and Roll It20150219152202

Changing Jobs? Take Your 401(k) and Roll It

AJ NorrisFebruary 19, 2015
If you’ve lost your job, or are changing jobs, you may be wondering what to do with your 401(k) plan account. It’s important to understand your options....
Setting and Targeting Investment Goals20150218120559

Setting and Targeting Investment Goals

AJ NorrisFebruary 18, 2015
Go out into your yard and dig a big hole. Every month, throw $50 into it, but don't take any money out until you're ready to buy a house, send your child to college, or retire.  It sounds a little crazy, doesn't it? But that's what investing without setting clear-cut goals is lik...
Should You Pay Off Your Mortgage or Invest?20150216192009

Should You Pay Off Your Mortgage or Invest?

AJ NorrisFebruary 16, 2015
Is it smarter to pay off your mortgage or invest your extra cash? Owning a home outright is a dream that many Americans share. Having a mortgage can be a huge burden, and paying it off may be the first item on your financial to-do list. But competing with the desire to own your h...
Retired or Near Retired… Market Risk Takes On a Whole New Meaning20150213145617

Retired or Near Retired… Market Risk Takes On a Whole New Meaning

AJ NorrisFebruary 13, 2015
Terry L. Norris, CFP®, CLU, ChFC President & Founder Norris Financial Group, LLC 864.235.6408 terry.norris@norrisfinancialgroup.com Often times we have heard the phrase, “What you don’t know can’t hurt you.” If you are retired or nearing retirement, what you don’t know or und...
Key Numbers for 2015: Tax Figures at a Glance20150211145244

Key Numbers for 2015: Tax Figures at a Glance

AJ NorrisFebruary 11, 2015
Taxes are never exciting unless you are getting a refund, even then, they are still a pain in the you know what. There are too many ever-changing numbers to remember, and in general, the tax code is way too complicated.  As an investment advisor I recommend taking a look at the n...
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