Blogs
America’s Seesaw Wealth
It is interesting to evaluate how various economic events throughout time affect different demographics. For example, the 2007-2009 Great Recession…
The Investment Greats in America and What They Can Teach Us
Not surprisingly, some of the most notable investors in America founded well-known investment companies. For example, John Templeton, whom in…
The Fed Changes the ‘FAIT’ of Economic Recovery
In the summer of 2020, the Federal Reserve announced its new approach to monetary policy on inflation. The Fed previously…
Retirement Plans for Self-Employed People
As America’s work environment continues to evolve, one thing that has become evident is that — in many cases —…
An Update on Municipal Bonds
Municipal bonds are popular among retirees and near-retirees as they seek to reduce market risk and position assets for a…
A Top Financial Worry for Americans
A recent survey found that about 50% of couples do not agree on how much money they should have saved…
Windfall Imaginings: Financial Strategies for When You Fall into Unexpected Money
Have you ever thought about what you would do if a windfall dropped in your lap? It’s not that unusual….
The Value of Multiple Retirement Income Streams
Retirement planning was historically a little easier. For instance, the average life expectancy in 1950 was 68 years old.1 If you…
The Nature of Risk When it Comes to Investing
When you invest money, you are putting it at risk — all investments can lose money. The key is to…