News, Updates, & Resources
August 2017 Monthly Insight: Social Security Trust Funds: Financial Trouble Ahead…Maybe
"We put those payroll contributions there so as to give the contributors a legal, moral, and political right to collect their pensions… With those taxes there, no damn politician can ever scrap my social security program." -President Franklin Roosevelt, as quoted...
7 Ways to Help You Cut College Costs
As we gear up for back to school season, you might be feeling the heat of those college tuition bills. You're not alone there. In fact, many parents choose to swallow the bitter pill, assuming they earn too much to qualify for financial aid. However, there are a...
Q2 2017 Quarterly Market Review
We are pleased to present the Q2 2017 Quarterly Market Review for your perusal! This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset...
July 2017 Monthly Insight: On the Importance of Ignoring Distractions and Financial Literacy
Ignore the Distractions Beyond last month’s synopsis regarding how the markets are reacting to Washington, we’ll stay out of the political weeds and let you form your own opinions. The current environment in Washington is generating an enormous amount of political...
What’s Your Money ‘Archetype?’
There are eight common money behavior patterns or ‘archetypes’ battling it out in every investor. Being aware of your unconscious attitudes and behaviors toward money can give you an edge in managing your finances. Have you ever had a friend who blew big sums of...
10 Years and Counting: Points to Consider as You Approach Retirement
If you're a decade or so away from retirement, you've probably spent at least some time thinking about this major life change. How will you manage the transition? Will you travel, take up a new sport or hobby, or spend more time with friends and family? Should you...
June 2017 Monthly Insight: Uncertainty, the Trump Agenda, and Stocks
Only a strong economy can create higher asset values and sustainably good returns for savers. — Ben Bernanke, former two-term Chair of the Federal Reserve Uncertainty, the Trump agenda, and stocks There was no shortage of angst in the investment community that a...
50 Things: What a Professional Advisor Does for You
Still on the fence about hiring a professional to help you manage your finance? Want to make sure you're getting the most out of your financial advisory experience? Just curious about what financial advisors do? Then have we got a list for you! Click the thumbnail...
Test your Knowledge of Financial Basics
How well do you understand personal finance? The following brief quiz can help you gauge your knowledge of a few basics. In the answer section, you'll find details to help you learn more. TAKE THE...
Active vs. Passive Management
One of the longest-standing debates in investing is over the relative merits of active portfolio management versus passive management. With an actively managed portfolio, a manager tries to beat the performance of a given benchmark index by using his or her...