NEWS AND BLOG

There is no one-size-fits-all answer, but tactical shifting might make sense Wise investors alter their approaches as market cycles shift, from bull to bear to something in between. A consistent strategy might be far more risky than one that involves tactical shifts...

Using money to enhance your life and the lives of those around you Money matters are complex and even scary. How you choose to approach finances mentally is key to mastering them. Financial advisors call this “money mindfulness.” And it’s a mentality that can be...

Across the country an unprecedented number of couples are suddenly spending every waking and sleeping hour of the day with one another. That’s what many older retired couples do too, even when there isn’t a pandemic. Their experiences are worth listening to, because...

Follow investment gurus to avoid investment mistakes. When things seem unsettled, a trio of these savants offer timeless advice you should heed. Such words of wisdom are especially appropriate amid current turbulent circumstances: a rocky bond market that perhaps...

Once school is out, you'll probably hear your kids utter these words: "I'm bored." Rather than let them turn on the TV or play video games, try any of these 50 free or cheap ways to entertain them. With the list, hopefully you won't have to listen to your kids say...

A “bear market” occurs when stock prices in general are falling, and then widespread pessimism sustains the continued drop in prices.  The stock market becomes a bear market whenever stock prices have fallen over 20% over the course of several months, as seen in...

What if you focused on your system instead of just your goals? Setting goals for a new year can feel overwhelming.  We all know that resolutions don’t last, but we also feel the energy that comes with a new year of possibilities.  Here’s a clearer path for setting and...

Understanding the changes for 2020 so you can maximize your retirement There are some significant changes to your retirement plans starting January 1, 2020. Between the Internal Revenue Service announcing cost-of-living adjustments for tax year 2020 and the new Secure...

It's tax time. Maybe you just finished, or maybe you are holding out as long as possible but it's never too early to make your tax plans. It's important that as you build your plan, you think about some strategies to reduce or defer your taxes now or in the future....

Because they keep bubbles from forming – but only if you’re prepared With the stock market’s historic growth that began in early 2009, many believe a 10% pullback may be a healthy thing. Such a drop is not horribly painful, by historical standards, and smart investors...