Latest Articles
Tue, Jul 12, 2022
3 Investing Mistakes in a Volatile Market
Three portfolio mistakes—anchoring, selling, and waiting—are common in volatile times. But we offer potentially better choices.
Wed, Jul 6, 2022
In the Stock Market, Price and Value are NOT the Same Things
The stock market can be perplexing…especially recently. Like why does the stock of a world-renowned market leader fall 30%? Or how does the stock of a new company that is losing money go up 50%? The answer may lie in misconceptions about the stock market. Here we clear up one of the more erroneous perceptions.
Tue, Jul 5, 2022
Wealth Planning After the Loss of a Spouse
Losing a spouse can be devastating. And probably the last thing you want to think about while grieving is your finances. Unfortunately, some decisions about your wealth need to be made within a certain time period. So hopefully these four steps will help ease the burden during this difficult time.
Wed, Jun 29, 2022
What We Know (And Don’t Know) About Today’s Stock Market
What do we know about the relationship between the stock market’s returns and slowing economic growth? In each one of the last six recessions, except the first part of the 1980s double-dip recession, the stock market bottomed before economic growth fell to its low.
Tue, Jun 28, 2022
Wealth Planning for Empty Nesters
Empty nesting is undoubtedly a major life change—and you may be feeling an emotional and physical loss. You’re probably facing some financial changes too. So, as you go through the process of reinventing your life as an empty nester, reevaluate your financial state too. Here are some things to consider.
Wed, Jun 22, 2022
A Ray of Hope for Today’s Market
This year's performance of the U.S. stock market is a trademark of challenging times. After entering bear territory for a bit in June—meaning the S&P 500 fell at least 20% from its high—investors are grappling with a significant loss of wealth. But this chart may offer a ray of hope.
Special Report
6 Sources of Retirement Income
Many retirement planning guides focus on finances, but we believe a satisfying retirement goes beyond how much money you have saved. It’s also about how you intend to use your savings.