Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
Investment
Investing should be easy – just buy low and sell high – but most of us have trouble following that simple advice. There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals. Understanding these principles and strategies can help you avoid some of the pitfalls that snare some investors.
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Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to […]
Articles
Videos
Articles
A Primer on Dividends
When looking for income-generating investments, some investors turn to dividend-yielding stocks. When a company makes a profit, that money can […]
The Business Cycle
What has upswings and downturns, troughs, peaks, and plateaus? Though such terms could easily describe a roller coaster ride, they […]
How to Make the Tax Code Work for You
By April 11, 2025, over 117 million taxpayers had dutifully filed their federal income tax returns. And they all made […]
Money Draining Food Myths
The road to better health may sometimes involve an extra expense here and there, but you should be careful about […]
Understanding Homeowners Insurance
Purchasing homeowners insurance is not only critical for protecting your home, your personal property and against any potential liability, but […]
Mutual Funds vs. ETFs
The growth of exchange-traded funds (ETFs) has been explosive. In 2006, there were less than 1,000; by 2024, there over […]
Videos
Timing Your Retirement
This short video illustrates the importance of understanding sequence of returns risk.
Retirement Accounts When You Change Your Job
This video explores what to do with retirement accounts when you move on from your job.
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.