U.S. stock markets climbed to record levels in the first quarter of 2017, most notably with the Dow Jones Industrial Average crossing the psychological 20,000-point barrier in February. Read more about six of the most impactful events of the quarter HERE. …
Do you know what mutual fund share classes are? And why they’re like alphabet soup? Our video below provides key information that each investor should know regarding A, B, C, I and R Shares. Fees and expenses in each share class vary and it is essential that you understand which share cl …
2016 was the year of the wake-up call—on the global political stage, many people spoke up and voted down the status quo, confounding investor expectations and jolting financial markets along the way. This is one of eight sign …
The twin retirement benefits of Medicare and Social Security are ubiquitous in the lives of many Americans, in particular, those in or near retirement. As important as these programs are to people’s financial lives, there remain many misperceptions about the cost and sustainability of these benefi …