Individual Investors

Individual Investors

How About This Bull Market?

How About This Bull Market! Will It Last?

No one likes being taken by surprise where investing is concerned, so it’s natural to ask what’s next. The question I hear a lot...
Spring into Smart Investing Habits - Part 2

It’s April — Spring Into Smart Investing Habits, Part 2

As April winds down — and with it National Financial Literacy Month — it’s important to note that any time is the right time...
Spring Into Investing Habits

It’s April—Spring Into Smart Investing Habits, Part 1

April is an important month for your personal finances, and not just because of the tax filing deadline. It’s a time that has been...
Business Owners Hold the Keys to Retirement

Business Owners Hold the Keys to Retirement

If you’re a business owner, you’re no stranger to taking on a variety of roles and responsibilities to keep your business moving forward. As...
Beat the Buzzer for Taxes and IRA Contributions

Beat the Buzzer for Taxes and IRA Contributions

Each spring, the end of March means the clock is ticking and it’s time to check your bracket—your tax bracket. Why the rush? The...
Feeling Lucky? Don't Chance It with Your Investments

Feeling Lucky? Don’t Chance It with Your Investments

If the recent rally has you feeling lucky about jumping in or out of the markets, this may cost your portfolio. No one knows...
Active or Passive Funds - Who Wins?

Active or Passive Funds – Who Wins?

A passive (index) mutual fund closely follows an index, such as the S&P 500® Index, without much variation in underlying investments. In an active...
Newly Engaged? Marry Your Finances When You Say 'I Do'

Newly Engaged? Marry Your Finances When You Say ‘I Do’

Ah, it's Valentine’s Day and romance is in the air. Sweethearts everywhere will mark the day with long-stemmed roses or chocolate covered strawberries. But...
Dow Breaks 20,000. Time to Act?

Dow Breaks 20,000. Time to Act?

Milestones attract attention. It’s in our nature to notice remarkable occasions, such as an important birthday or a team’s winning streak. If you’ve been...
Resolve to Take Control of Your Finances in 2017

Resolutions for 2017—Take Control of Your Finances

Looking back, 2016 gave us plenty of market shocks, such as China’s surprise currency devaluation and slowdown in growth, UK’s Brexit vote and the...

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