Wealth Articles
Your guide for better financial decisions.
Managing Financial Stress during a Pandemic
If you’re feeling stressed or anxious about finances right now, you’re not alone. From unstable employment to hard-hit investments to fears about the global economy, very few are immune to the precarious financial reality we are facing as a result of …
January 13, 2021
Financial Impact of Major Life Events
A new job, marriage, the birth of a child, divorce, retirement, job loss, unexpected illness, and long-term care needs are all common examples of major life events that require a reassessment of an investor’s financial plan. Each of these events …
January 5, 2020
Six Retirement Savings Strategies
You may have heard the cliché "time just flies by". For many people, it seems as if they will never make it to retirement. Yet, in the blink of an eye, this season of life always arrives. Will you be ready? Regardless of which season of life you are …
April 24, 2019
Make Your List and Check It Twice
As we dash into the holiday season, many of us are preparing lists --- holiday card recipients, gifts for friends and family, or menu items for festive meals. Reviewing your financial plan, preparing for tax season, and rebalancing your portfolio may …
December 4, 2018
A Volatile Start to 2018
2017 was a remarkable year in the markets for many reasons, beyond the calendar year returns we experienced. One of the most interesting facets of 2017 was the low levels of volatility, as measured by the Cboe Volatility Index®, better known as the …
December 31, 2017
Cautious Optimism
I have used the phrase "cautious optimism" many times during my career; I have used it several times in the last eighteen months. For investors, cautious optimism could be described as being risk-aware (notice that I did not use risk-averse). 2018 …
December 31, 2017