Appetite for Risk

Description Investing is a risky business. Understanding the different types of investment risk and the impacts they play on returns is critical for planning a successful, long-term investment strategy. Body Many prospective investors eventually shy away from a commitment when they hear the dreaded “R” word: risk. By itself, risk is innocuous, carrying no special […]

Common Retirement Investment Mistakes

Description There are a few common retirement investment mistakes to keep in mind as you seek to maximize your savings and investments. Body Only one-in-four Americans (27%) feel very confident that they will have enough money to live comfortably when they retire, according to the 2020 Retirement Confidence Survey Summary Report.⁠11 While the number is […]


Money Mantras Market swings causing you some anxiety? These four money mantras can help you overcome it. Whether it’s the continuing presence of the COVID-19 pandemic, a sudden boost in prices related to gas, food, housing and other essentials, supply chain hiccups, an uncertain labor market (or any number of other things), the stock market […]


What to keep in mind Market volatility is an inevitable part of investing. If we never had market sell-offs, we wouldn’t have as much opportunity to see returns. Markets trend upward. While the past can’t tell us what the future holds, the past 30 years have had upward- moving markets despite recessions. It makes sense […]


Our resurgent economy grew at over a 6% pace in the first half of 2021 and is on track for over 5% growth for the year by the time 2021 draws to a close. During the early recovery, we had a hand up from stimulus and policy that saw us through a period of unique […]

Higher Learning

During these uncertain times, 529 plans may make more sense than ever For many people, a 529 savings plan offers an opportunity to achieve an important life goal and improve overall financial health. As college and university administrators determine how higher education will look in the future (classes on campus, remote learning or a mix […]


Saving money when planning a trip—the dos, the don’ts. Imagine coming home refreshed from a wonderful vacation, made even more satisfying because you saved 20%-30% on its cost. That can happen. With a little planning, a trip can become notably cheaper. When you travel can make a difference. Book a trip during the off-season or […]


Identity theft compromises the personal data of millions of Americans every year. There are steps you can take to minimize your online risk and protect your sensitive data from cyber-attacks. Identity theft is a growing concern that impacts millions of Americans every year. According to a recent study,1⁠1 more than 14 million Americans fell victim […]

Determining if It Makes Sense to Move or Remodel

The housing market is surprisingly strong right now. If your family needs more space, your options include remodeling your current home, building a new one, or buying one already on the market. Each alternative has its pros and cons. If you already own your home or have significantly paid down your mortgage, your first instinct […]