Industry Insights

The 4 major purposes of an estate plan and the 4 key documents that should be included in every estate plan.

Four things you should know about the relationship between midterms and markets.

In 2018, the Fed started lifting interest rates at a slightly faster pace in 2018. But why? Here's how higher interest rates affect the markets and where we should go from here.

A Few months ago, I started a new series of blogs called “BACK TO BASICS.” In each blog we examine one of the basics of financial planning and investing.

Human beings are obsessed with setting records. The fastest. The strongest.

In a previous blog, I started a new series of monthly letters called “BACK TO BASICS.”

“Printing ink, not black, solid.” “Yarn (not sewing thread) of synthetic staple fibers, mixed mainly with artificial staple fibers.”

The path to success in many areas of life is paved with continual hard work, intense activity, and a day-to-day focus on results. However, for many investors who adopt this approach to managing their wealth, that can be turned upside down.

Technically, you can begin collecting benefits at age 62, but your benefits may be significantly reduced. Instead, waiting till your "full retirement age" (FRA) may be a better option, because it's the age at which you're entitled to full benefits.

Michael Jordan, perhaps the greatest basketball player who ever lived, once said: “Winners don’t just learn the fundamentals, they master them.