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Are you an active or passive investor? How are your investment strategies managed? They may be managed differently than you think.
Not worried about capital gains taxes because you didn't sell any investments this year? Watch out for unexpected capital gains distributions!
Have we reached a new market high that cannot persist? By focusing on history, we can see that 37 out of 37 times the market has recovered.
You're hearing a lot about post election economic and market impacts. This may raise some concerns for you. But why are you truly concerned?
Have you been afraid to sign up for Medicare Part D? Or look at your new Medicare Part D premium? Don't be! Avoid penalties and high fees.
Will stocks perform better or worse after the presidential election? We explain what affects a stocks price in our latest blog.
Do you know who will make medical decisions for you if you're too ill? Estate planning is more than just having a Will. Learn the basics.
With the recent Fed cuts, how do falling interest rates affect your investments? We review bond and stock affects on your portfolio.
Do you know what you're truly paying your financial advisor? Do you know if they receive commissions? Learn more about fee-only advisors.
For years U.S. investments have outperformed non-U.S. investments. This is due in large part to the "strong-dollar era". Is the era over?