Industry Insights

Embarking on a financial plan is like sailing around the world. The voyage won’t always go to plan, and there’ll be rough seas.

If you’re like most people, you have a personal “bucket list” of things you want to do during your life. I’d like to recommend adding another item to the list.

Over the next few months, I will be blogging you three letters of the “Improving Financial Health” series about retirement planning. This is Part 1 which covers a very important misconception that many investors have that: ​Market Averages Matter​.

Please open your economic textbooks to page forty-seven, class, because it’s time to talk about something you probably haven’t thought of since college: tariffs.

If you are already saving, whether for retirement or another goal, keep going! You know that saving is a rewarding habit.

For centuries, people have studied Shakespeare for his wit and his wisdom. In an earlier blog, I started sharing some of that wisdom in a new series of letters called:

For centuries, people have studied Shakespeare for his wit and his wisdom. For the past few months, I’ve been sharing some of that wisdom in a new series of letters called:

Over the last few months, Republicans in Congress have labored over a new tax bill. On Friday, December 22, President Trump signed the final bill into law.

Every January, it’s customary to look back at the year that was. What were the highlights?

For centuries, people have studied Shakespeare for his wit and his wisdom. For the past few months, I’ve been sharing some of that wisdom in a new series of blogs called: