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Financial News

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

Questions To Ask A Financial Advisor

The recent volatility in the stock market has again become a wake up call to many investors.
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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
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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?
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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
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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.
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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.
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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.
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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?
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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.
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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?.
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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.
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Just Say NO to Pie Charts!!

Pie charts look nice coming out of a color printer, but they can’t help manage investment risk
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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…
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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?
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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%.
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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.
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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.
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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.
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Are You Ready to Retire?

In the United States, we have a potential crisis on the horizon.  The majority of Americans are not financially prepared for their retirement.Some future retirees are completely unprepared. The Employee Benefits Research Institute (EBRI)’s 2017 Retirement...

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The New Tax Law – A Year Later

Tax season is the time between January 1 and April 15. It is when most people prepare and file their taxes.  This year’s tax season is special.  It has been just a little over a year since the Tax Cuts and Jobs Act went into effect. It is the largest...

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Valentines Day Thoughts

Me and You. True Love. Be Mine. People have been giving candy hearts with little messages on them for Valentine’s Day for over 100 years. But most likely not this year. A new company purchased the rights to the sweets but announced they would not have...

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Make Sure Your Smart Home is Safe from Cyber Attack

Whether you own a house or rent an apartment, building a smart home is easier than it has ever been. Homeowners and renters can purchase kits that integrate specific smart items or they can select smart home products, such as light bulbs, crockpots, coffee...

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Investment Risk Management

Risk Management There are more financial advisors than ever before in the US.  The most important difference is whether they have an independent and unaffiliated custodian. We do. The investment advisor initiates transactions as part of its portfolio...

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2018: The Year in Review

Every January, it’s customary to look back at the year that was. What were the highlights? What were the “lowlights”? What were the events we’ll always remember? Most importantly, what did we learn? Before we get into that, though, let’s take a brief jaunt...

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Okay, let’s all take a deep breath

It was a rough fourth quarter of 2018 for the markets. It seems like week after week, the major indexes – like the Dow and S&P 500 – get hammered by volatility. These days, just about every news website you can find is packed with breathless headlines...

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How Do You Celebrate the New Year?

From early Babylonians to present-day Americans, people have been celebrating the beginning of every New Year for almost four thousand years!1 Here are a few ways people celebrate the holiday in the United States:2 61 percent of American adults say a...

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2019 Tax & Financial Planning Guide

Keep up to date on what's new for 2019. Check out our handy-dandy tax and financial guide! There were many tax changes made in the Tax Cuts and Jobs Act of 2017.  The House Committees and IRS have been navigating these changes for most of 2018.  Everyone...

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