October 31, 2017
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October is Financial Planning Month, making now a great time to think about your financial preparedness and well-being. Money isn’t everything in life, but it certainly helps to achieve security and to open opportunities for you and your family.  Personal...

October 24, 2017

Market Review For the quarter, global markets continued to appreciate, US stocks, as measured by the S&P 500, were up 4.5%. The international markets did even better, the MSCI EAFE was up another 5.4% during the same period. Another quarter...

October 17, 2017
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The Dow topped 23,000 for the first time in its 121-year history Tuesday, extending a bull market rally that began nearly nine years ago. This year has been full of milestones for the Dow Jones industrial average. The blue-chip stock...

October 17, 2017
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Most beneficiaries have from Oct. 15 to Dec. 7 to decide on drug coverage and whether to switch from traditional Medicare to a Medicare Advantage plan. Older or disabled Americans with Medicare coverage have probably noticed an uptick in mail...

October 11, 2017
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You made a decision to work with a financial professional and have started to interview prospective candidates. As you're comparison shopping you notice that some candidates have a string of letters after their name. Chances are that alphabet soup refers...

October 11, 2017
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Never take vacation? Here's how to pull off that much-needed escape from work. American workers just aren't good at taking vacation. Last year, over 50% of U.S. employees admitted to leaving vacation days on the table, and back in 2014,...

October 3, 2017
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It’s confirmed — Millennials don’t know how to increase their credit scores. At least that’s what a study from LendEDU indicates. In it, 500 Millennials (ages 17–37) were asked questions regarding credit scores, and based on the results, it looks...

October 3, 2017
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The chairman and CEO of Berkshire Hathaway Warren Buffett said Tuesday that passive investing works in any market environment and so he'd be willing to wager again against active investing for the next 10 years. A decade ago, the billionaire...

September 29, 2017
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Welcome to our weekly money guide. Here are some tips for saving, spending and making the big bucks. LIVING BEYOND YOUR MEANS? Here's a scary stat: 47% of Americans would struggle to come up with $400 to cover an unplanned...

September 27, 2017
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If you've been trying to get your finances in order but a paper-and-pencil-drafted budget or that endless Google Doc just isn't doing the trick, there are plenty of ways to easily plan and save for the future with your phone...

September 25, 2017
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You've left a job where you have money in a 401(k) plan. Do you leave it at your old employer, or roll it over into one of three choices: the 401(k) plan at your new employer, an individual retirement account...

September 19, 2017
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The digital currency’s value depends on it becoming digital gold—or on criminals Behind every bubble is a good idea bursting to get out, and bitcoin kind of looks like a good idea, at least if you squint a bit. A...

September 19, 2017
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U.S. government debt yields fell on Tuesday as investors looked ahead to fresh economic data and a key Federal Reserve meeting. The yield on the benchmark 10-year Treasury notes, which moves inversely to its price, was lower at around 2.222...

September 18, 2017
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Financial advisors typically earn an income by charging fees or by earning commissions on the investments they sell. There are several income-generating combinations a financial advisor can choose from to earn his or her living: commission-based fee-based (fees plus commissions)...

September 18, 2017
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Ask anyone who knows about financial planning and they'll probably tell you investing is a major part of the blueprint for success. If you want to buy a house, retire early, or just retire in comfort, careful investing can get...