Blogs
Read articles on our thoughts on different aspects of the market, the economy, or certain investment strategies, which help us convey issues and answers that should be top-of-the-mind for all investors.
Top Supports for Caregivers
September 2021
When caring for a spouse, relative, or parent, you may face a number of challenges and decisions to make in order to provide quality care. However, you are not alone. The following resources are available to support you to meet the ever-changing needs of your loved one: •Retain a lawyer to answer questions and prepare legal documents,...
Make Your Life a Success
September 2021
What does a successful life mean to you? Whether it is as grand as owning a business or as simple as finding a way to balance work and family life, we all want our lives to be a reflection of success. But what steps are you taking to make that happen? Whatever your end goal may be, follow these inspirational ideas to help keep your life on...
IRA vs. 401(k): What Savers Should Know
September 2021
As of 2018, about 58 million Americans had a 401(k), while around one-third of households owned an individual retirement account (IRA).1, 2 Yet for as commonplace as these retirement accounts can be, the nuances of contributions are a bit more complex. Learn more about these retirement accounts and what to consider when allocating your...
College Financial Aid: Do Your Homework
September 1, 2021
If one or more of your children will reach college age soon, you may be wondering how you will manage all the costs. For many families, a financial aid package provides some level of tuition support in the form of grants, scholarships, loans, or work-study placements. Aid is primarily based on the family's need. If it is determined that you're...
Today’s Headline May Be Tomorrow’s Joke
August 2021
"We do not talk - we bludgeon one another with facts and theories gleaned from
cursory readings of newspapers, magazines and digests.” – Henry Miller
More than ever, it seems, people are consumed with the day’s events (and so-called “breaking news” like a cat stuck in a tree) and weaponize their daily dose of news to then argue with anyone who disagrees with their point of view. But too often they are not stopping to consider that their point of view may be influenced by the media,...
Inheritance Planning Can Help Avoid Headaches
August 2021
Families inherit money and sometimes make the right moves investing and spending. Inheritances can also ignite disruption, divorce and a host of bad behavior far from the hopes and plans of the benefactor. What happens when you leave what’s probably one of your biggest investments: your individual retirement plan? Did you know...