Expert Articles
Looking Back on the First 5 Months of 2020 and Looking Ahead
The S&P 500 index has rallied more than 30% from its low on March 23—reinforcing the adage that it usually pays to stay ...
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Choosing Between a Traditional IRA or a Roth IRA
Which is the better choice, a Traditional IRA or a Roth IRA? When looking to save for retirement, you may wonder which type ...
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The Benefits of a Modern Retirement Plan
If you are like most people approaching retirement, you are probably wondering if you’re financially ready. You may have a pension. You plan ...
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Financial Decision Making in a Crisis (COVID-19)
The Coronavirus (COVID-19) is both a medical and a financial crisis. There is no question that the arrival of this virus and its ...
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Bear Markets are Painful but Markets Rise Over Time
A “Bear Market” is defined as a decline of 20% from recent highs. By the time you read this, we may be in ...
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Thoughts on the Coronavirus
The Coronavirus has been in the news for a while now and fear in the press has started to spill into the financial ...
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Market Timing Is the Enemy of Investment Success
Let’s talk about the stock market. The bull market is currently over 10 years old. Does that make you confident, seeing double-digit returns ...
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When to Start Collecting Social Security Benefits
You have three main options: Start collecting early Start collecting at full retirement age Start collecting after full retirement age “Full Retirement Age” ...
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Women Aren’t Planning for Retirement Early Enough
Everybody knows that women outlive their male counterparts, on average by 6 to 8 years. They are often caregivers to their ailing spouses ...
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Do You and Your Spouse Bicker About Money?
I recently read an advice column about a couple who frequently bickered about money. The husband and wife disagreed about whether to pay off ...
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Becoming Rich Is Not the Same Thing as Staying Rich
What does the term “rich” mean to you? Many of us are blessed with a great family, friends, good health and a lot ...
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Fearing Retirement Failure?
Retirement planning is complicated. It may not be rocket science, but there are a lot of variables that can affect how you are ...
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Don’t “Guess” Your Way to Retirement
Participants in a recent study answered that they arrived at the appropriate amount they’d need to fund their retirement by guessing. Retirement is ...
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The Real Value of Financial Advice
Most investors who retain an elite financial advisor would agree that the value far exceeds the cost. They simply do not have the ...
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The Most Appropriate Investing Style for You
“Be fearful when others are greedy; be greedy when others are fearful.” The above quote is attributed to “The Oracle of Omaha,” Warren ...
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