Don't Let Volatile Markets Halt Your Retirement Planning

In times of market uncertainty or changes, reminding yourself of your ultimate retirement goals is important. Here are some tips that can help you focus on staying on track for the long term despite the short-term fluctuations in the market

What kind of role can a financial professional play for an investor? The answer: an important one. While the value of such a relationship is hard to quantify, the intangible benefits may be long-lasting.

What exactly is the “sequence of returns”? The phrase describes the yearly variation in an investment portfolio’s rate of return. But what kind of impact do these deviations from the average return have on a portfolio’s final value?

Ancient Chinese merchants were said to have developed a unique way to manage their risk. They would divide their shipments among several different vessels.

One of the biggest news stories last month was the heightened trading activity and price volatility of GameStop and several other companies. These company’s stocks were targeted by participants using the social media platform Reddit.

Learning from our mistakes is a good thing. After all, if we learn from our mistakes, we are likely not to repeat them. Sometimes psychological or emotional factors contribute to making a mistake or knowing how to avoid it.

Portfolio cash accounts are typically kept for reinvesting opportunities or other events such as Required Minimum Distributions (RMDs).

It is human nature to seek advice when things aren't going well or when an unforeseen event occurs. Some seek financial advice from a professional only when the stock market and their investments are experiencing turbulent times.

As we enter a new year, many are hopeful that 2021 will be positively different from 2020 in health, the environment, and the economy.

With the election over, investors may be wondering about market volatility as we enter 2021. Regardless of politics, short-term stock market results can vary depending on factors, including gridlock in the House and Senate , and a newly elected future Presiden

October is the Financial planning month and a great time to meet with your financial professional to ask questions, review policy and portfolio performance, and make decisions that keep you on track with your goals.

With coronavirus (COVID-19) all around us, investors may be wondering how their investments will fare as this ‘global pandemic’ spreads. Is COVID-19 capable of moving markets? We know it is and came at a time when the economy was already stressing.

Here we are, already to the end of 2019! The end of a year and the start of a new one is when most people decide to clean up and implement changes in some areas of their lives.

Due to the duration risk of holding assets over time, a normal yield curve shows that bonds with a longer maturity have a higher yield and pay more interest than short-term bonds.

After the financial crisis, many Americans re-examined how and why they were investing. It was clear to many investors that having all of their wealth tied to the stock market proved to be more destructive than having alternative investments not correlated to

It is human nature to seek advice only when things aren’t going as planned or when some unforeseen situation arises.

If you’ve been sensitive to the stock market performance in the last weeks, you’re not alone.  Regardless of how your investments fare during market corrections, being aware of your anxiety in light of what you’re seeing, reading or hearing can make a differen

‘Earnings Season’ is a period of time in which publicly traded companies release their quarterly earnings report.  Based on this information, stock prices can fluctuate either up or down depending on the ‘financial health’ of the company during that quarter.

The Savvy Female Saver Women face a different challenge than their male counterparts; they are living longer and spending more time in retirement, but with less savings.