According to a survey by the Society of Actuaries, one of retirees’ biggest fears is investment losses. According to their 2021 study, 66% of pre-retirees are concerned the value of
Continue Reading
Given current market valuations and the pending interest rate movement, many investors are drawn to short-term investments. Fortunately for those looking to invest for the short-term, there are multiple options
Health Savings Accounts (HSAs) are tax-advantaged medical savings plans, which can act like both a personal checking and investment account for medical expenses now or in the future. The changes
Is the Bull market over? Are rising interest rates going to hurt bonds? Will inflation continue to rise? Why is the market so volatile? Many people are worrying. Maybe you
Currently, there are very few places to grow one’s money better than investing in the stock market. And many people who have money to invest are looking for THE top
We have talked a lot about financial wellbeing in our past blogs and how not to let our emotions derail our financial plan, yet FOMO (fear of missing out) is
Retirement is changing. There is a shift taking place on how we retire and who can help us get there. Gone are the days of working somewhere for 40 straight
Staying the Course Investors tend to see short-term volatility as the enemy. Volatility may lead many investors to move money out of the market and “sit on the sidelines” until
Over the weekend, a relative asked, “Are we in a bear market?” I answered his question with, “What do you think a bear market is?” He rattled off a few
Many people are ready to make the transition to retirement. They envision living a less stressful, carefree lifestyle. Where they can be adventurers, live next to the ocean, hear the