What does the phrase “long term” mean to you? For children, long term can mean waiting for Christmas or summer vacation that feels like a…
It’s easy to think of retirement and dream of a relaxed stroll into the sunset with your significant other by your side. After all, many…
Each person is unique. We are composed of many variables, such as genetics, family influence, geographic influence and even the birth order among siblings –…
As we head into the final quarter of 2017, it’s a good idea to stay cognizant of any tax issues that may affect your finances…
When it comes to investing, there’s no such thing as a “safe bet.” Every type of financial vehicle has some level of risk, even checking…
By 2030, it’s estimated that 20 percent of the U.S. population will be over age 65.1 That means a fifth of all Americans will be on…
Many large companies offer employees a 401(k) plan with some degree of matching contribution. Although this is a good employee benefit to have, you always…
In recent years, the markets, the economy and the global political scene have evolved considerably. We’ve witnessed both remarkable volatility and remarkable resilience in these…
It’s been a year of unconventional politics, yet the investment markets have held strong. Despite the occasional blip in reaction to a political event, investors…
Recently, the U.S. Department of Labor published the final regulation of what is known as the “Fiduciary Rule,” delaying implementation for 60 days from its…