News, Insight and Opinions

Live Sessions: 8/6/20

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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?…

Live Sessions: 7/30/20

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What market impactors should we watch for over the next few weeks? And what's unique about commercial real estate assets?…

Live Sessions: 7/23/20

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Is it a bad idea to act on speculations over the upcoming election now? And what market areas might benefit from current conditions?…

Live Sessions: 7/16/20

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What might be in store for the rest of 2020? And how could trade relations with China affect the economy?…

Live Sessions: 6/25/20

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How should we react to the surge in coronavirus cases? And should we be worried about the predictions of a bubble in the market?…

Live Sessions: 6/18/20

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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?…

Live Sessions: 6/11/20

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What factors led to the recent market upturn? And how does the Federal Reserve affect the stock market?…

Live Sessions: 6/4/20

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How do buffered products work? And why is the market still rallying despite recent news? Is higher inflation a possibility?…

Live Sessions: 5/29/20

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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?…

Live Sessions: 5/22/20

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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?…

Live Sessions: 5/15/20

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What should we watch for in the coming months? And are negative interest rates a real possibility?…

Live Sessions: 5/8/20

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Why the market surge in spite of high unemployment rates? Is now a good time to invest in value stocks, or fixed index annuities?…

Live Sessions: 5/1/20

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Should we invest cash now to benefit from a market recovery? Or are there portfolio adjustments that might be prudent?…

Live Sessions: 4/24/20

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Why is the market rallying in spite of the economic shutdown? Will we continue to see market volatility, and why?…

Can Tax-loss Harvesting Help You Save on Taxes?

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How do you harvest losses, and could it save you money? Here are a few things to consider.…

From the Archives

The Rules of Retirement: Made to Fit

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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?…

From the Archives

Caring, for the Long-Term

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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.…

From the Archives

Sharing Wealth: The Value of Your Financial Know-How

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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.…

From the Archives

Across the Decades: Financial Advice that Spans the Divide

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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.…

From the Archives

Maximizing Potential

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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.…

From the Archives

Balancing Act

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Mortgage prepayment vs. investing is a serious financial decision. Interest rates and retirement plans factor in. Don’t stress: Expert advice is here.…