Tags Investment goals

investment goals

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 to practice good investing habits. In part 1, I discussed...
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 how the markets will move next, which makes it difficult...
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 for many couples, it’s the day they take a big...
My 401(k) is set and other retirement fallacies

“My 401(k) Is Set” and Other Retirement Fallacies

Whether retirement is just around the corner or still years away, saving for a financially secure retirement can be daunting. It's important not to let time get away from you when it comes to...
Five myths about retirement

Five Investment Myths About Retirement

Investing is an unfamiliar topic for many individuals and one that can easily be misunderstood. While this may initially seem like an easy to navigate area, there are many items to consider when determining...
Make the most of your tax return

Make the Most of Your Tax Return

Tax season is in full swing, which means millions of Americans will receive tax refunds over the next few months. While it may be tempting to spend your check on gadgets, vacations or other...

The January Effect: Time to Evaluate Your Finances

You have made it through the busy holiday season and are back in a normal routine. It’s a new year and a fresh start. If you don’t currently have a financial plan, this is...

Time for Year-End Financial Evaluations and Resolutions

We’re closing in on the end of the year, and while your checklist may seem impossibly long, one item that should make the cut is a review of your finances. It’s important to take...

Q&A with Asset Allocation CIO Scott Wittman

CIO Scott Wittman and his team were recently honored for their three-, five- and 10-Year performance at the 2015 Lipper Awards. Learn more about Scott and his investment perspective in this brief Q&A. How can...

Need a College Savings Boost? Use Your Tax Refund

If you're expecting a refund this tax year, consider using the amount to invest in your child or grandchild's college education. Higher education costs are on the rise, and more parents and grandparents are expecting to...