NEWS AND BLOG

Your financial plan must be adaptable – you don’t set it and forget it As summer heats up, it pays to take a good look at how flexible you are. When you plan for the future, you need to be adaptable. No one knows what tomorrow holds. This is certainly true in the...

Two years after the COVID-market-bottom, were you fully invested? The end of March 2022 marked the two-year anniversary of the stock market bottom and the end of the shortest bear market on record. Since then the U.S. stock markets have quickly reached new highs, with...

The Stock Market has been trying to teach these lessons forever…. The real value of a bear market may be that it gives investors, who are temporarily frozen within its grip, the opportunity to learn or relearn important lessons regarding risk and diversification. For...

Having a plan ahead of time will help ensure you use your money smartly If you have a refund check coming your way, consider using it to bolster your personal balance sheet. According to the IRS, the average refund will be about $3,300, and many receive the money...

With markets so volatile, the human element to investing is very important The market skyrockets one day, plunges the next. Is this the wobbling before the crash? Should you invest now? If so, how? Everything at once? That’s tempting, but not always wise. A common...

Making sure your investments help you towards your true life goals   Too often during uncertain times, we inadvertently compare ourselves to the people around us – and that leads us to make financial mistakes. In his book Predictably Irrational: The Hidden Forces...

What counts is how your money is invested now in anticipation of rate hikes At their recent March meeting, the Federal Reserve moved its fed funds target rate from near zero to a range of 0.25% to 0.50%. It was the first rate hike since 2018. But the Fed did three...

At the foundation of your financial well-being lies your behavior Here is a statement that is bound to cause you to raise your eyebrows: Your long-term financial success depends less on the structure of your portfolio than on your ability to adapt your behavior to...

Talk to your financial advisor to help create the best financial plan for you   The Internal Revenue Service announced that the amount individuals can contribute to their 401(k) plans in 2022 has increased to $20,500, up from $19,500 for 2021 and 2020. From...

Lately it seems as if every client or potential client I see asks about the possibility of a looming market correction. Investors are loving these good times, but they're smart -- they know the market runs in cycles, and the good times can't last forever. The markets...