<img height="1" width="1" style="display:none" src="https://www.facebook.com/tr?id=316661662408839&amp;ev=PageView&amp;noscript=1">

The internet is littered with so much financial information it can be challenging to sift through all the clutter. That’s why we’ve created this resource page specifically for our clients and audience to find the retirement resources you’re looking for.

Get the Most From Social Security

by Andrew | Nov 30, 2016

Often when it comes to Social Security the classic expression "I don't know what I don't know" is apropos. Most people leave a surprisingly large amount of money on the table by not claiming all the benefits to which they are entitled. Want a quick estimate of what's at stake for you?

Is Investing Like Gambling?

by Andrew | Nov 15, 2016

On one level, it is very logical to think this way, as daily and short-term market movements are very much like dice and cards in their unpredictability. Further, only a small number of super-performing stocks make up most of the market's gains each year. Trying to pick such those few stocks in advance is gambling. But there is a way to own these stocks without relying on luck.

Understanding Pfizer's Total Shareholder Return Units

by Andrew | Nov 1, 2016

Pfizer's Total Shareholder Return Units (TSRUs) entitle you to a payment in Pfizer stock equal to the Total Shareholder Return (profits earned from holding a share of Pfizer stock including dividends) over a five-year period.

A hypothetical example: If, over the five-year period, the profit made from holding a Pfizer share and receiving the dividends is $20, each TSRU for that period will be worth $20, payable in the equivalent number of shares of Pfizer stock.

Submit a Comment

Your email address will not be published. Required fields are marked *

New Call-to-action
New Call-to-action

Recent Posts