July 2023 Market Outlook
The first half of 2023 had spectacular returns that were not expected as we came into the year. The consensus view was that the first half of the year would…
Economic Perspective | June 2023 Chartbook
According to the Commerce Department, U.S. gross domestic product was revised up to a 2% annualized increase in the first quarter. The government’s third estimate of GDP for the period…
9 Tips for Healthy Living
Of all the investments you’re likely to make in your lifetime, investing in your health may yield the greatest return. Prioritizing your health isn’t just about helping you live longer. It’s about improving your quality of life and allowing you to accomplish more with...
Your Bond Strategy Is Too Timid. What to Do Instead.
It’s tempting to stay in the perceived safety of cash and the short end, but financial advisors and bond market watchers say investors who have their liquidity needs covered should…
Maximize Your Vacation: Tips for Saving Time, Money, and Frustration When Traveling
In today’s fast-paced and hyper-connected world, vacation represents an opportunity to get away from it all. It’s a time to unplug, mentally reset, and catch up on much-needed rest. Vacation isn’t just a luxury — it’s become a necessity for those who prioritize their...
June 2023 Market Outlook
This month, we had Consumer Prices (CPI) and Producer Prices (PPI) come in below expectations right before the Federal Reserve’s decision on interest rates. The Fed elected to go on…
Should You Rent or Buy a Home?
The choice between buying and renting a home can be difficult to make, but it’s one that bears important implications for your lifestyle, your goals, and your finances today and in the future. Buying a home doesn’t just give you a sizeable investment – it can also...
Economic Perspective | May 2023 Chartbook
According to the Commerce Department, the U.S. economy grew at a lackluster 1.3% annual rate from January through March as businesses wary of an economic slowdown trimmed their inventories. Despite…
Equity Investment Styles
Equity investing – or investing in the stock market – is a popular method for growing wealth, with roughly 58% of Americans who earn over $100,000 owning stocks as recently as 2022.1 When people make investment decisions, they often do so with a specific strategy in...
Americans saving at near record lows: How to beef up your savings
A combination of inflation and post-lockdown “revenge spending” has chipped away at what people can afford to sock away in the bank.
What’s Your Retirement ‘Number’? How to Figure it Out.
There's a lot of numbers to weigh when it comes to retirement — but what's your number?
Your Guide To Required Minimum Distributions (RMDs)
There’s a lot that goes into financial planning for retirement, from managing your various tax obligations to ensuring your income stream is sufficient to cover your needs. As you come up with a withdrawal strategy for your retirement accounts, keep in mind that the...
Economic Perspective | April 2023 Chartbook
According to the Commerce Department, Q1 2023 U.S. real GDP expanded at an annualized rate of 1.1%. However, the headline figure masks diverging trends; private consumption growth surged to 3.7%…
May 2023 Market Outlook
There is an old adage on Wall Street: Sell in May and Go Away – meaning the returns for the rest of the year will be muted. Why would they…
Introduction to Money Markets
A crucial step in building a sound financial plan is ensuring you have access to cash when you need it, but that doesn’t mean you have to keep that cash in a bank account earning modest interest. For investors looking to maintain a certain level of liquidity while...
5 Key Things to Know About Receiving Social Security Benefits
Social security is one of the most important benefits available to retirees in the United States. It can provide a much-needed financial cushion during retirement, and can make all the difference in one’s quality of life. With that said, here are five key things you...
1 in 6 Retirees Considering Unretiring
Facing a financial squeeze, some retirees are returning to work. Here's what to consider before you unretire.
April 2023 Market Outlook
The Federal Reserve has raised interest rates nine consecutive times which triggered a banking crisis and two US banks were taken over by regulators. Meanwhile, there was a forced bank…
Economic Perspective | March 2023 Chartbook
The U.S. economy grew at a slower pace in the fourth quarter than initially estimated as Real GDP increased 2.6% according to the Commerce Department’s third and final reading. However,…