Industry Updates
Don’t Avoid Family Conversations About Money
One of the first discussions a young couple may have when starting a family is about affordability. How will they pay for child care? Will one spouse quit their job…
Read MoreStock Market Roundup: What to Watch
Between 1926 and 2018, the S&P 500 experienced double-digit annual losses only 11 times. Not only did the market recover, but the index has never permanently lost ground in any…
Read MoreBoosting Financial Literacy is a Top Priority
Financial literacy has always been a challenge. However, now that much of the burden of retirement income has shifted to employees instead of employers, it is all the more important…
Read MoreWhy Buy an Annuity When the Market is Up?
Perhaps you are familiar with an annuity. The basic premise is that you convert a lump sum of money into a stream of income. Unlike an investment, once you commit…
Read MoreTech Trends
There are different formulas for launching highly successful companies. First, create a product that solves a problem that no one knew they had — for instance, how online search engines…
Read MoreRetirement: Savings and Financial Health
As many baby boomers near retirement, some new facts are coming into focus. According to the latest Government Accountability Office (GAO) report on retirement security, 29 percent of households aged…
Read MoreWe Had a Strong Q1 2019; What’s the Outlook for the Rest of the Year?
The first quarter of 2019 proved to be a strong one. The S&P 500 posted a 13.1% gain (the highest quarterly gain since 2009), the Dow Jones Industrial Average rose…
Read MoreArtificial Intelligence: Innovation for Today’s World
Artificial Intelligence: Innovation for Today’s World Artificial intelligence (AI) is rapidly changing the way businesses build products and even provide customer service. We now have automated virtual assistants and…
Read MorePreventing Elderly Financial Abuse
A recent study by the Center for Retirement Research at Boston College concluded that many retirees who do not suffer from any cognitive impairment can still manage their money through…
Read MoreTax-Deferred or Tax-Exempt? Potential Benefits to Having Both
Over the years, you may have heard it’s good to have different “kinds” of money as you head into retirement. A financial advisor may recommend a combination of tax-deferred and…
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