Blog

Our 2023 investing outlook started with a theme of returning to normalcy. Considering 2022’s market volatility and the aftereffects of the pandemic, the idea of finding balance was certainly a welcomed change. It’s a theme...

Fixed-income investments such as bonds, Treasury bills, and Certificates of Deposit (CDs) provide a steady income stream and are generally considered to be less risky than other types of investments such as equities. Read on for more.

With a significant portion of Americans withdrawing money from their 401(k)s when they change employers, understanding the value of 401(k) rollovers is essential to preserving a confident financial future. Here's more information.

Getting ready for retirement involves more than just calculating how much you will need and the rate you can draw down your savings. Here are a few exercises that you can take to get ready for the reality of retirement.

In the midst of inflation, war, and stock market volatility, money worries may be one of the biggest sources of stress. What might a financial professional do to help you navigate money stress?

As you near retirement, it's likely you'll have many questions about Social Security. Be aware of these three advantages that Social Security offers.

With April’s federal tax filing and payment deadline on the horizon, are you confident you have everything in order to make your tax filing go as smoothly as possible? Here are five last-minute details to double-check before Tax Day.

OverviewAs we expected, the Federal Reserve (Fed) raised the fed funds rate by 0.25%, pushing the upper bound to 5.00%.Financial conditions were stable enough for the Federal Open Market Committee (FOMC) to release updated projections,...

The first step to managing a credit score is to understand how it is calculated. Read this guide to help you on your way to achieving financial freedom.

Whether you are classified as a millennial, Gen Xers, women, or you are in your 40s-50s, retirement planning is a must. Michael shares key retirement planning tips for a successful retirement.

A focus on estate planning can help caregivers determine the next steps for those they look after, and provide better peace of mind.

Most investors do not comparison shop when choosing a financial advisor. Here are some tips you can follow when you're choosing a financial professional.

If the end of the year has you in planning mode, you’re not alone—starting a new year may be a great opportunity for a review and renewal. What steps might you take for next year?  Use this end of year checklist to help you make a plan.

The first step to improving your finances is to get organized. These Amazon finds can help you create a monthly budget, plan your spending, and safely store your important insurance or personal documents for easy access wherever you are.

In 2023, we look to equity markets to find balance between key macroeconomic factors—inflation, interest rates, and Fed policy—and business fundamentals. Our economic and market forecasts for 2023 can help us navigate the year ahead.

Shoppers spend nearly $20 billion every year on Small Business Saturday.1  If you’re not familiar with this particular holiday, it takes place in the U.S. the day after Black Friday in November, and a few days before Cyber...

What are appropriate checklists for year-end tax planning?Tax planners often develop checklists to guide taxpayers toward year-end strategies that might help reduce taxes. Typically, suggestions are grouped into several different...

More consumers are conducting financial transactions online and may become vulnerable to tracking, hacking, identity theft, phishing scams, and other cyberspace risks. While nothing can guarantee complete safety on the Internet,...

Financial planning is unique for each person; no two financial plans look the same because everyone's life and personal goals are different. Regardless of what your goals are, financial planning can help you work towards achieving them...

For many, autumn is the best time of year. The return of cool breezes, comforting foods, and pumpkins can be invigorating. It’s also a bookmark of sorts, especially for your finances—a perfect time to take stock of your...

With more and more seniors aging in place, the rise in caregivers who are not health professionals has begun to increase as well. Informal caregivers may find that their work is rewarding, since they ensure that their loved one is...

According to the College Board, the most recently published figures of the average annual cost of tuition and fees at a public university for the 2021-2022 school year was $10,740 for in-state students and $27,560 for out-of-state...

In 2022, U.S. inflation hit a 40-year high, with prices for food, housing, gasoline, and other key staples increasing by nearly 10% over the previous year.1 During these uncertain times, stocks have continued a roller-coaster ride...

Markets rarely give us clear skies, and there are always threats to watch for on the horizon, but the right preparation, context, and support can help us navigate anything that may lie ahead. So far, this year hasn’t seen a...

The golden rule of financial planning: if you can plan it, you can pursue itOver the past July 4th, we celebrated our country’s history of declaring independence and guaranteeing basic human freedoms. But true freedom includes...

Your financial plan must be adaptable – you don’t set it and forget itAs summer heats up, it pays to take a good look at how flexible you are. When you plan for the future, you need to be adaptable. No one knows what...

If you're getting ready to buy a home, there are a few key steps you can take to prepare your finances for this major lifestyle shift. Here we discuss three things you can do to make the transition to homeownership as smooth as...

The start of the year has come and gone. You may find that the goals and resolutions you set at the start are no longer getting the attention they deserve. Whether you are feeling your motivation waning or feel like the goal is too far...

As a business owner, you may assume you do not need professional financial advice until you hit certain milestones such as $1 million in sales, having ten employees, or some other tangible measure. However, financial professionals may...

Whether you dream of a travel-filled retirement or would prefer to relax and enjoy spending more time at home, you are probably wondering what you might consider to make your golden years as stress-free as possible.For those who spent...

Financial wellness is living a healthy economic life for yourself and feeling good about your financial situation. It is also an essential part of taking care of yourself and those around you. Financial wellness can mean different...