Learning

Financial News

Explore the latest financial news and insights locally and around the globe.

Market Commentary April 1, 2019

“Fascinatingly counterintuitive…”That’s how Michael Arone, an investment strategist, described the U.S. market environment to Avi Salzman of Barron’s:  “‘Stocks are rallying, but bond yields are reflecting much lower growth.’ Stocks rose during the quarter...

read more

Questions To Ask A Financial Advisor

The recent volatility in the stock market has again become a wake up call to many investors.
Read more >>

Advised Brokerage Accounts Are Better Diversified, Reports Schwab

The report highlights the benefits of working with an advisor. In general, participants who had professional help were more diversified across all of their holdings
Read more >>

Six Steps To Financial Independence For Women

Financial independence: Whether you enjoy it or dream about it, it’s a common term that you’ve probably seen in magazine ads, TV commercials and billboards. But what really does financial independence mean, exactly?
Read more >>

Understanding Credit Reporting

To qualify for the best loans at the lowest rates, borrowers must qualify financially and are scored by lenders using a computerized model for evaluating credit risk, developed by Fair, Isaac, and Company, known as the FICO score.  Learn more
Read more >>

Documenting Your Possessions in Case of Disaster

It’s better to protect yourself now and document your possessions rather than trying to do it after something has happened. A home inventory will give you an accurate recording of your assets for insurance purposes and give you a better idea of how much homeowner’s insurance you need to ensure proper coverage.
Read more >>

Organizing Your Financial Records and Emergency Forms

Would someone be able to find your important papers during a crisis if you became ill, injured, or incapacitated?  It’s a good idea to make sure a trusted family member or friend knows where to find your personal documents.
Read more >>

5 Benefits of Working in Retirement

In the past, retirement has been portrayed as an ending, a grand exit from your years in the workplace. But the rules are shifting.
Read more >>

The Drawback Of Target Date Mutual Funds

If the majority of fund management won’t even invest in their own target-date retirement funds….why should you?
Reads more >>

Just How Safe Is An Insurance Company, Really?

When you think about the car you drive, the house you live in, the health plan you use and the life insurance policy you have, it’s not a stretch to say insurance is an intrinsic part of our daily lives.
Read more >>

Credit Freeze - You should consider it!

It’s been over a year since Equifax, one of the three largest credit reporting agencies in the U.S., revealed they’d been hacked.
What did you do to protect your data?.
Read more >>

Should Parents Pay for College Tuition?

It’s a pricey question.
College Board estimated the average cost for full-time, in-state students who live on campus at four-year public colleges or universities during the 2017-18 school year is $25,290.
Read more >>

Just Say NO to Pie Charts!!

Pie charts look nice coming out of a color printer, but they can’t help manage investment risk
Read more >>

An Investment Advisor’s Blueprint To Making Solid Financial Decisions

A common mistake people make is to give up what they want most for what they only want right now. Pick which goals in your life are most important to you, and make achieving those goals your utmost priority. Then…
Reasd more >>

Enjoy Life. Hire Someone To Watch Your 401K

Have you ever thought you’d be happier if you could just pay someone else to do watch your company 401K retirement plan account?
Read more >>

The 7 Rules of Investing

From 1977 through 1990, Lynch ran one of the most successful mutual funds ever, posting an average annual return of 29%.
Read more >>

Considering A 401K Rollover?

What to do with an old 401K?
One great thing about a 401K retirement savings plan is that your assets are often portable when you leave a job.
Read more >>

Have You Checked Out Our Retirement Planning Library?

While retirement planning can seem intimidating, it’s never too early or too late to start preparing for the future.
Read more >>

Common Financial Terms

We have compiled a list of important  financial terms. If you don’t speak personal finance, don’t worry—we’re here to help.
Read more >>

Memorial Day – 75th D-Day Anniversary

Normandy. D-Day. Operation Overlord. The events of June 6, 1944 are known by many names, and have been commemorated in countless books, dramas, and documentaries. You’ve seen the pictures of GIs wading through rough, freezing water onto a murderous,...

read more

Have you been watching the markets lately?

“We are now in a bear market – here’s what that means.” – CNBC headline on December 24, 20181 “The stock market rally to start 2019 is one for the history books.” – CNBC headline on February 22, 20192 If you’re like most people, it’s probably not uncommon...

read more

The USA’s GNP vs China and the World

Open any newspaper or tune in to your favorite news channel and you will find much talk about how China is taking over the world’s economy. They have made incredible strides in building infrastructure, manufacturing and their military during the past few...

read more

What Makes Your Mom So Special?

When you think “Mom,” it’s likely your brain conjures up a scent or a story or a song that feels like home. Here are a few inspiring and heartfelt words that have been written about the value and importance of mothers:“A mother enables you to realize that...

read more

Understanding Credit Reporting

Historically low interest rates present a welcome opportunity for many homeowners to improve their financial situation by refinancing their mortgage.  But, like everything else in the world of finance, there are no free lunches.  To take advantage of these...

read more

Letter from Reagan

It was this month, 35 years ago, that a thirteen-year-old boy named Andy sent the following letter to President Reagan: Dear Mr. President, My name is Andy. I am a seventh-grade student in South Carolina. Today my mother declared my bedroom a disaster...

read more

Lessons from March Madness

This year is no exception. Every spring, millions of people tune their televisions to March Madness, the annual tournament to decide the best team in college basketball. If you’ve ever watched before, you know it’s a time of great excitement as underdogs...

read more

Digital Assets and Baby Boomers

How many password-protected accounts do you have?Whether you keep them locked in the depths of your memory, use a password manager, or have a written record of your passwords (which is certainly not recommended), take a quick count. You are most likely to...

read more

There’s Still Time to Contribute to an IRA

If you haven’t already contributed to an IRA (Individual Retirement Account), there’s still time to do so.  Many people don’t know that the 2018 contribution deadline is actually the 15th of April.  However, if you do decide to contribute, you must designate the year...

read more

The 7 Rules of Investing

From someone who is considered one of the greatest investors of all time During the past century, many of the world’s leading economists have studied the science – or art – of investing. A large number of investing systems, models, and theories have been...

read more

How Can We Help?