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Managing a Budget During your retirement

Managing a Budget During your retirement

Unless you have accumulated substantial wealth where money is not a concern, you face a critical task when you reach retirement to make sure that your assets will support you through your lifetime. When you retire and no longer earn an income to pay for your bills and...

Common Retirement Investment Mistakes

Common Retirement Investment Mistakes

Only one-in-four Americans (27%) feel very confident that they will have enough money to live comfortably when they retire, according to the 2020 Retirement Confidence Survey Summary Report.⁠11 While the number is up slightly from the 2018 survey (23%), it underscores...

Weekly Market Commentary: Time To Sell In May?

Weekly Market Commentary: Time To Sell In May?

Sell in May and go away”1 is probably the most widely cited stock market cliché in history. Every year a barrage of Wall Street commentaries, media stories, and investor questions flood in about the popular stock market adage. We tackle this commonly cited seasonal...

10 Tips For Small Business Owners

10 Tips For Small Business Owners

Small business owners should conduct an annual assessment of their personal finances. Owners of small businesses have much the same concerns as everyone else, except they are personally responsible for the fortunes of their enterprise. In a sense, a small business is...

The Perils of Trying to Time the Stock Market

The Perils of Trying to Time the Stock Market

One year after the COVID-market-bottom, were you fully invested? The end of March 2021 marks the one-year anniversary of the stock market bottom and the end of the shortest bear market on record. Since then the U.S. stock markets have quickly reached new highs, with...

April Showers Bring May Flowers: Spring Market Progress

April Showers Bring May Flowers: Spring Market Progress

It may be early to declare victory against COVID-19, but significant progress in that battle has been made this year, even in the face of new variants. According to the Centers for Disease Control and Prevention (CDC), half of the U.S. population above the age of 65 has been fully vaccinated, while a third of the total population has received at least one dose of the vaccine. We expect this trend to accelerate in the coming weeks, as many millions more Americans become eligible.

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