There is plenty to learn and understand in the financial world when it comes to managing personal wealth. You don’t have to do it all on your own. Working with an experienced financial advisor is always recommended, but it helps to have a foundation of terminology, so you are clear on the best ways to … Read more
At one time, the typical American family looked like this: a breadwinner father who commuted a short distance to work and earned a very good living, and a stay-at-home mother who took care of the kids and family home with aplomb. Life seemed easy and manageable, with plenty of time for family meals, parent relaxation, and important life lesson discussions, and little … Read more
Regardless of whether you prepare your taxes yourself or use a professional’s services, it’s a good idea to gather the information and documentation you need well in advance of your actual tax filing date. Below, we’ve listed some key information you need when preparing this year’s taxes. YOUR PERSONAL INFORMATION The personal information you may … Read more
Nearly 7 million Americans aged 65 and older are living with Alzheimer’s dementia today. This number is predicted to increase to 13.8 million by 2060 unless there is some type of medical breakthrough that slows down the disease or outright cures it. Alzheimer’s remains the fifth-leading cause of death among Americans aged 65 and older … Read more
INSURANCEREAD TIME: 3 MIN Did you know that… Sixty-one percent of American workers have no private short-term disability insurance.1,2 Sixty-seven percent of working people in the U.S. lack private long-term disability coverage.1,2 Forty-eight percent of Americans have no life insurance.3,4 Approximately 14 percent of American drivers are uninsured.5 If you ask a homeowner, replacing a … Read more
INVESTMENTREAD TIME: 2 MIN YOUR SHIFTING RISK TOLERANCE When you created your investment strategy, your asset allocation should have reflected your goals, time horizon, and tolerance for risk. But over time, any of those three factors may have changed, and your portfolio may now need adjustments to reflect your new investing priorities. It’s important to … Read more
WHAT IS IT? Caring for your aging parents is something you hope you can handle when the time comes, but something you probably hope you never have to do. Caring for your aging parents means helping them plan for the future, and this can be overwhelming, both physically and emotionally. When the time comes for you to … Read more
Investing with an eye toward promoting social, political, or environmental concerns (or at least not supporting activities you feel are harmful) doesn’t mean you have to forgo pursuing a return on your money. Socially responsible investing may allow you to further both your own economic interests and a greater good, in whatever way you define that term. The concept of putting … Read more
Parenthood can be both wonderfully rewarding and frighteningly challenging. Children give gifts only a parent can understand — from sticky-finger hugs to heartfelt pleas to tag along on Saturday morning errands. You raise them with a clear goal that you secretly dread will actually take place — that someday they will be grown, independent, and ready to move out on their … Read more
Today marks the 52nd Earth Day, with this year’s theme “Invest in Our Planet.” We took this opportunity to look at some of the risks relating to global climate change. While from the top down governments have been grappling with the commitments needed for climate change solutions, from the bottom up the private sector’s innovation … Read more
As the stock market recovered from the 2020 pandemic lows, valuations reached levels not seen since the dotcom bubble more than 20 years ago. The reopening economy and massive fiscal stimulus helped fuel one of the strongest starts to a bull market ever (a bull market that just turned two-years-old last week). Low interest rates were a big … Read more
Core bond investors have experienced one of the worst starts to the year ever, potentially calling into question the validity of bonds in a portfolio. Despite the poor start, we don’t think the value proposition for bonds has changed much. Moreover, with yields on most fixed income markets moving sharply higher, now could be a good time to … Read more
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