Blogs

The Investment Greats in America and What They Can Teach Us

Not surprisingly, some of the most notable investors in America founded well-known investment companies. For example, John Templeton, whom in…

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The Fed Changes the ‘FAIT’ of Economic Recovery

In the summer of 2020, the Federal Reserve announced its new approach to monetary policy on inflation. The Fed previously…

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Retirement Plans for Self-Employed People

As America’s work environment continues to evolve, one thing that has become evident is that — in many cases —…

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An Update on Municipal Bonds

Municipal bonds are popular among retirees and near-retirees as they seek to reduce market risk and position assets for a…

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A Top Financial Worry for Americans

A recent survey found that about 50% of couples do not agree on how much money they should have saved…

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Windfall Imaginings: Financial Strategies for When You Fall into Unexpected Money

Have you ever thought about what you would do if a windfall dropped in your lap? It’s not that unusual….

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The Value of Multiple Retirement Income Streams

Retirement planning was historically a little easier. For instance, the average life expectancy in 1950 was 68 years old.1 If you…

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The Nature of Risk When it Comes to Investing

When you invest money, you are putting it at risk — all investments can lose money. The key is to…

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The War on Oil Prices

As with any major global conflict, we learn things. The pandemic taught the U.S. the importance of reshoring manufacturing jobs,…

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