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Tuesday, December 1, 2020

As Wall Street pushes higher, a pandemic-weary Main Street is relearning how to manage cash flow with the hope of keeping its retirement dreams alive. Self-employed Americans, and the people working for them, account for roughly 30...

Thursday, November 19, 2020

As the United States sees a rise in cases of COVID-19 across the nation, news of two promising vaccines out of hundreds being tested has offered a ray of hope for a fatigued world. A positive reaction to these vaccines affects every...

Tuesday, November 3, 2020

The election is prompting some people to reconsider their investment strategy. In fact, 45% of consumers with $100,000 or more investable assets expect to make changes to their portfolio due to the 2020 presidential election. But if...

Tuesday, November 3, 2020

On October 26, the Treasury Department released the 2021 adjusted figures for retirement account savings. Although these adjustments won’t bring any major changes, there are some minor elements to note. 401(k)sThe salary...

Wednesday, October 28, 2020

It should come as no surprise that the economy is the most crucial issue in the upcoming election. But here's something that may surprise you. More than 90% of investors say they plan to change their portfolio in the 12 months...

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Thursday, October 1, 2020

In theory, investors understand that stock market corrections are part of the investing process. But experiencing a setback like the one we’ve witnessed in the past four weeks, can raise a lot of shoulda, woulda, coulda...

Wednesday, September 23, 2020

As the U.S. presidential election draws near, expect to see more and more headlines that propose, "What will happen next if this person is elected?" or, "What policy changes to prepare for in the next four years?" In reality, however,...

Tuesday, August 25, 2020

Are you one of the many retirement account holders who took a mandatory distribution this year? If so, you may be able to manage the taxes associated with Required Minimum Distributions (RMDs) from traditional IRAs and 401(k)s. There...

Tuesday, August 11, 2020

"Will I outlive my retirement money?" That's one of the top fears for people who are starting to prepare for their retirement years. So I have to chuckle a bit when I see headlines that say, "Here's how much money Americans think they...

Friday, June 12, 2020

As Americans adjust their spending habits in a rapidly changing economy, they are building cash reserves at an unprecedented rate. The Bureau of Economic Analysis reported on May 29th that the personal savings rate hit a historic 33%...

Friday, May 29, 2020

As states cautiously begin the process of relaxing their COVID-19 restrictions, some are wondering, “Why is the stock market doing so well when the economy is doing so poorly?” It’s a great question, and fortunately,...

Thursday, May 28, 2020

Hindsight is 20/20. It’s only human to imagine what it might have been like to turn left instead of right on some fateful day. However, that sort of daydreaming is unhelpful when investing, especially when it leads you to try...