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What is Normal?
Fixed income investors have had a rough time over the last few years. Normally a staid asset class, core bonds (as proxied by the Bloomberg Aggregate Bond Index) have seen negative returns over the last two calendar years and could potentially see negative returns for...
Retirement Security Starts With Visualizing Your Future
Planning for your financial future and retirement looks much different now than in previous years. Some people must supplement their Social Security to have enough to maintain their desired lifestyle. This means financial planning is now a critical component of...
High Earning Women and Wealth Management
In the U.S., women control a third of household assets. But by 2030, U.S. women are expected to control much of the assets that the baby boomer generation will pass to heirs, roughly 30 trillion in assets. High-earning women have become the newest face of wealth and...
5 Ways Senior Citizens Can Invest Their Savings
Even if you are already retired, it doesn't mean you should stop trying to grow your savings. Inflation, unexpected medical bills, and changes to your lifestyle or family may result in the need for additional income than you initially anticipated when planning your...
PULLBACK PERSPECTIVE
Volatility has returned right on queue as U.S. equity markets continue to pull back from overbought levels. The recent jump in interest rates has proven to be too much too fast for stocks to absorb, especially for the heavyweight and longer-duration technology sector....
How to Keep Your Finances Secure on Vacation
During vacation, the only things you should be focused on are how late you can sleep in, which brunch place has the fluffiest French toast, or how many European cities you can explore in a week. This is why you should formulate a plan to keep finances and money safe...
A Mid-Year Review of Your Bond Allocations
Investing in financial markets requires a proactive approach, and one key aspect of maintaining a healthy investment portfolio is conducting periodic reviews. While many investors focus primarily on equities, it's crucial not to overlook the fixed-income portion of...
KEY EARNINGS SEASON TAKEAWAYS
Earnings season is mostly behind us with about 85% of S&P 500 companies having reported second quarter results. The high level results aren’t particularly impressive, but if we peel back the onion, the numbers are encouraging. Results and guidance probably haven’t...
Picking a Golf Partner is Similar to Selecting a Financial Professional
Have you ever thought about what kind of golf partner best suits your game? Maybe you have an upcoming member guest or are considering joining a local four-ball league this summer? Turns out picking a golf partner is a lot like selecting a financial professional....
Wellness in Retirement: The Benefits of Social Wellness for Retirees
Social isolation makes people more susceptible to illness and death.1 While retirement is a time for relaxation and enjoyment from a lifetime of work, it may lead to a lack of purpose if you have depended on work for social activities and interaction. In retirement,...