Blogs

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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Market Volatility: Taken in Perspective

Global turmoil and rising inflation have presented today’s investors with some pretty daunting risks. Financial Strategies for Rising Inflation But…

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How the Russia-Ukraine Conflict Could Affect Americans

When Putin invaded Ukraine in late February 2022, President Biden announced sanctions targeting Russian banks, the country’s sovereign debt and…

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The Financial Stress Toll (of Late)

In a recent survey by the American Psychological Association, more than 80% of American adults said they were feeling increased…

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