Cybersecurity is a growing problem in our digital and interconnected world, and incidents of hacking and downloading of personal information seem to have become commonplace. The most recent incident, involving credit-reporting firm Equifax, stoked widespread concern and outrage in the American public, not only because of the number of people…
Are you new to Medicare? If so, there are important things you need to know. Retirement is supposed to be the entry point to the “easy life”—the years when the demands of work decrease and opportunities for relaxation, leisure and free time increase. But many of the decisions retirees have…
Taking control of your own financial plan is an important goal. But how do you best accomplish this? And how can a financial planner assist? What financial planners do for a living is obvious from their title: they help people plan for many different aspects of their financial life, from…
Sluggish GDP growth was just one of six important financial market events during the 2nd Quarter of 2017. Can you guess the other five? Check your answers in our 2nd Quarter Newsletter.
Are you confused about the concept of best interest? If so, you’re not alone. Most people assume that the professionals in their life are looking out for their best interest, but this isn’t always the case. How can you tell? Our latest video details some important facts you need to…
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…
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 significant U.S. and World events that shaped market performance in 2016. Can you…
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 benefits. Changes to Medicare…