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Do you know how much risk you’re comfortable with? Would you rather be reading or skydiving right now?

Required Reading: The Economic Report of the President Tip: The University of California at Santa Barbara keeps an archive of Economic Reports of the President from Harry Truman’s 1947 report to the latest edition. Source:...

Is travel insurance warranted? It may be offered to you as you book a vacation, but that doesn’t necessarily mean you need it. Your life, auto, or health insurance may provide adequate coverage as you travel. Be sure to...

Data Thieves from Outer Space AddThis Share | Facebook Twitter Print Email //

The Investment Risk No One’s Ever Heard Of Knowledgeable investors are aware that investing in the capital markets presents any number of risks—interest-rate risk, company risk, and market risk. Risk is an inseparable...

Monthly Market Insights | December 2019 You are using an outdated browser. Please upgrade your browser to improve your experience. U.S. Markets Stocks notched solid gains in November, thanks to solid economic data, improving trade...

Red Flags for Tax Auditors No one wants to see an Internal Revenue Service (IRS) auditor show up at his or her door. The IRS can’t audit every American’s tax return, so it relies on guidelines to select the ones most...

12 Year-End Money Strategies You Can’t Afford To Overlook Share to facebook Share to twitter Share to linkedin As year-end approaches, there’s still time to make sure you’re on track toward your important financial...

Should You Invest in Exchange Traded Funds? There are hundreds of ETFs available. Should you invest in them? AddThis Share | Facebook Twitter Print Email //

Financial Aid for Students 101 Preparing for college while still in high school can be difficult for even the most academically minded student. These days, you need to excel in the classroom, make sure you’re involved in...

Rightsizing for Retirement What does your home really cost? AddThis Share | Facebook LinkedIn Twitter Print //

Monthly Market Insights | July 2019 You are using an outdated browser. Please upgrade your browser to improve your experience. U.S. Markets The stock market rode a wave of optimism this month, thanks to continued belief in a potential...

Perception vs. Reality There’s an alarming difference between perception and reality for current and future retirees. AddThis Share | Facebook LinkedIn Twitter Print //

Monthly Market Insights | June 2019 You are using an outdated browser. Please upgrade your browser to improve your experience. US Markets Investors’ hope of an imminent trade deal with China was shattered in May, driving stocks...

The Power of Compound Interest Learn how to harness the power of compound interest for your investments.

It May Be Time for a Financial Checkup It’s never a bad time to speak with your financial advisor about changes in your situation.

Events on Wall Street Can successful investors predict changes in the markets? Some can but others miss the market’s signals. AddThis Share | Facebook LinkedIn Twitter Print //

6 Stock Market Plunge Statistics You Need to Know The S&P 500 registered its 15th-biggest point decline in history on Monday, but there's absolutely no need to panic.

Interest rates. Trade Talks. Inflation Fears. Political Events. International Developments. During the past year, every one of these events have influenced stock prices.

A New Way to Look at Your Bucket List That big list of dreams and goals isn't the only way to look at your bucket list.

From Boats to Brokers From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

The recently passed 2017 Tax Cuts and jobs Act brought with it the biggest tax reform in decades. Here are a few of the changes that could affect you.

Stock prices rose during the month, overcoming poor economic reports and volatility in the domestic bond market.

It Was the Best of Times, It Was the Worst of Times. All about how missing the best market days (or the worst!) might affect your portfolio.

16 Wall Street Cliches in 60 Seconds Pundits say a lot of things about the markets. Let's see if you can keep up.

Choosing a Retirement Plan that Fits Your Business One survey found that 79% of small business owners expect at least some of their retirement income to come from tax-advantaged retirement savings accounts.¹ If you have yet to...

Understanding the ways credit and debt work for and against you are some of the first steps toward understanding personal finance. While it’s not...

Photo by Dina Konovalov https://www.businessinsider.com/financial-planner-best-wealth-building-strategies-2019-2businessinsider.com I'm a financial planner, and my most successful clients taught me 8 strategies crucial for building...

What’s Your Investment IQ? AddThis Share | Facebook LinkedIn Twitter Print // Have A Question About This Topic? Name Email Address Message Thank you! Oops! Related Content Bridging the Confidence Gap In the world of finance, the...

Bridging the Confidence Gap In the world of finance, the effects of the "confidence gap" can be especially apparent.

The baby boomers have re-defined everything they’ve touched, from music to marriage to parenting and, more lately, to what “old” means—60 is the new 50! Longer, healthier living, however, can put greater stress...