The Markets (as of market close September 10, 2021) Stocks retreated last week, with each of the benchmark indexes listed here falling at least 1.3%. The Russell 2000 and the Dow dropped the furthest, declining 2.8% and 2.2%, respectively. Investors contended with mixed signals. A better-than-expect
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Understanding investor behavior to make better retirement decisions. You have recently retired and decided that now that you have more time you will use some of that time to manage your investments. In order to make more informed investment decisions
Financial advisors are frequently asked for the single best piece of financial advice they could give an investor. We believe the single best piece of advice is to stay the course with an established, risk-appropriate, properly allocated, and well-di
Taxes play a significant role in determining how much of your investment income and gains you keep. The principal factors in determining the amount you earn on your investments are asset allocation tailored to your personal profile and investment sel
Most of us need an effective and efficient estate plan to manage our assets during our lifetime or in the event we become incapacitated and to distribute our assets after death. Failure to have a plan often results in assets being distributed pursuan
As an experienced financial advisor, I spend a good amount of time talking to people about their retirement plans. Many questions are similar and most depend on your personal financial situation. There is no magic number or formula, but a
The financial advisory industry contains countless iterations of services, products, and professionals. The title of an advisor and how they define their services are important, but there is no consistent rulebook for how different services are defin
I don’t know, and I bet you don’t either. IS IT A CURRENCY? Traditionally a currency must perform three functions: Currency is a unit of account Currency is a storer of value Currency is a medium of exchange So, what does that mean? Unit of Accou
When it comes to financial planning, women are likely to face different challenges than men. For one, they earn less than men on average, and they’re more likely to work part-time jobs or take time away from their careers to raise children and care
When you’re in a traffic jam on the highway, you may find yourself trying to merge into whichever lane is moving fastest at the moment, only to find yourself falling behind drivers that stayed in one lane the whole time. In the same way, you may fe