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Travel is a top retirement goal for many. But determining how much and how often to splurge on travel as a retiree can be daunting. Consider four steps to map out your retirement travel goals.…
As investors, maintaining perspective can be tough when life hits us with a daily poop emoji. With a bit of consideration, these three topics can help turn our internal frown upside-down: Trust, relativity and tolerance—in brief.…
In practice, does Bitcoin portend economic freedom or anarchy? Is it a viable currency? And what is its present investment potential? Let’s take a stab at the latter two questions. Though it might be helpful to first talk about currency itself.…
Is an impending market correction the interstellar monster we might imagine it to be? It all depends on how you serve it. Order up!…
Two paths diverged in a wood, and I, as an investor, logically took the one with the sign that read: "Toll-Free Road to Zen-Like Investing."…
The story of the 1941 New York Yankees provides a lesson on how to keep yourself in check when the stakes are high and the ship appears to be sinking. Part II of our series underscores the value of taming emotion when there's volatility about.…
It’s nothing new—the market runs on emotion. But how can we avoid doing the same? Spoiler alert: It IS all in your head.…
What are we to make of the continued earnings in the tech sector? And what risk factors should we watch for over the next 12 months?…
What market impactors should we watch for over the next few weeks? And what's unique about commercial real estate assets?…
Is it a bad idea to act on speculations over the upcoming election now? And what market areas might benefit from current conditions?…
What might be in store for the rest of 2020? And how could trade relations with China affect the economy?…
How should we react to the surge in coronavirus cases? And should we be worried about the predictions of a bubble in the market?…
What should we be doing today to protect and invest in this market environment? And how might the market react to the proposed infrastructure package?…
What factors led to the recent market upturn? And how does the Federal Reserve affect the stock market?…
How do buffered products work? And why is the market still rallying despite recent news? Is higher inflation a possibility?…
Is now a good time to pay off debt, or should we take advantage of the low interest rates? And how does "market breadth" impact the market?…
With today's market, should we look to invest in indexes or actively managed funds? Are small- and mid-cap companies a good investment right now?…
What should we watch for in the coming months? And are negative interest rates a real possibility?…
Why the market surge in spite of high unemployment rates? Is now a good time to invest in value stocks, or fixed index annuities?…
Should we invest cash now to benefit from a market recovery? Or are there portfolio adjustments that might be prudent?…
Why is the market rallying in spite of the economic shutdown? Will we continue to see market volatility, and why?…
How do you harvest losses, and could it save you money? Here are a few things to consider.…
Wherever you are on life’s journey, retirement is somewhere up ahead. But how to find the ideal number to save, regardless of financial know-how?…
When planning for future needs, long term care insurance is a wise choice. It’s one way to make life-and the transition-easier on you and your family.…
Just like manners and social graces, financial know-how is a learned, studied behavior. And lessons learned along the path—perhaps your path—are always relevant, and deserve to be shared.…
Whether we want to admit it or not, we all need sound advice. But when it comes to finding reliable financial advice, the source plays a key role.…
A Roth IRA is a solid investing option to look at when retirement planning. Especially if you’d like retirement savings that can be accessed tax-free.…
Mortgage prepayment vs. investing is a serious financial decision. Interest rates and retirement plans factor in. Don’t stress: Expert advice is here.…
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