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The Growing Popularity of Annuities

August 20, 2019 |

Annuities are nothing new; in fact, they’ve been around since Roman times, and maybe even before that.1 But they’re seeing a modern-day surge in popularity, fueled by pre-retirees and retirees...

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Where Is Dad’s Money?

August 13, 2019 |

Imagine if, sadly, Dad dies or becomes incapacitated. You’re in charge of handling all his financial affairs, from managing his investments to putting income sources in place for Mom. There’s...

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Pros and Cons of Legislative Inertia

August 6, 2019 |

While the 2020 presidential election gains steam, it seems that the passion for new legislation has taken a backseat. As of July 1, the Democrat-controlled House of Representatives had passed...

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2019 Midyear Outlook

July 30, 2019 |

Kiplinger recently noted that the U.S. stock market appeared more resilient than ever, having bounced back from a devastating end of 2018. Employment remains relatively steady, inflation flat and the...

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Tech Talk: Energy Innovation, Machine Learning and Artificial Intelligence

July 23, 2019 |

Technology is the largest single segment of the stock market — bigger than the industrial and financial sectors. It’s also an industry of constant innovation and unlimited potential, presenting enormous...

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Don’t Avoid Family Conversations About Money

July 16, 2019 |

One of the first discussions a young couple may have when starting a family is about affordability. How will they pay for child care? Will one spouse quit their job...

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Stock Market Roundup: What to Watch

July 9, 2019 |

Between 1926 and 2018, the S&P 500 experienced double-digit annual losses only 11 times. Not only did the market recover, but the index has never permanently lost ground in any...

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More Tax Considerations For 2019

July 2, 2019 |

According to IRS estimates, taxpayers collectively pay about 82 percent of taxes they legitimately owe. This amounts to about $458 billion annually in lost taxes, based on data from 2008...

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Boosting Financial Literacy is a Top Priority

June 25, 2019 |

Financial literacy has always been a challenge. However, now that much of the burden of retirement income has shifted to employees instead of employers, it is all the more important...

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Retirement Planning Challenges

June 18, 2019 |

In 1985, only 10 percent of people aged 65 and older were either in the workforce or job hunting. Today, that share has doubled, for a couple of reasons. First,...

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Tech Trends

June 11, 2019 |

There are different formulas for launching highly successful companies. First, create a product that solves a problem that no one knew they had — for instance, how online search engines...

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Retirement: Savings and Financial Health

June 4, 2019 |

As many baby boomers near retirement, some new facts are coming into focus. According to the latest Government Accountability Office (GAO) report on retirement security, 29 percent of households aged...

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Real Estate Investing

May 28, 2019 |

Investing in real estate can be an option to help diversify a portfolio because the market isn’t directly correlated with stock and bond markets. You don’t have to buy properties...

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We Had a Strong Q1 2019; What’s the Outlook for the Rest of the Year?

May 21, 2019 |

The first quarter of 2019 proved to be a strong one. The S&P 500 posted a 13.1% gain (the highest quarterly gain since 2009), the Dow Jones Industrial Average rose...

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Companies Creating Vertical Investing Opportunities, Others Investing in Communities

May 14, 2019 |

There is a new trend toward investing in American initiatives that aligns with the president’s focus on making the country great. Initiatives are cropping up to help create the potential...

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Bull Market Turns 10

May 7, 2019 |

March 9, 2019, marked the 10th anniversary of the current bull market, the longest-running in U.S. history. In that decade, the market more than quadrupled, and when you factor in...

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IRA Refresher

April 23, 2019 |

In 2019, the IRS increased the limit on annual individual retirement account contributions to $6,000 from $5,500. The catch-up contribution for people ages 50 and up remained the same at...

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Insights from the “Oracle of Omaha”

April 18, 2019 |

In his 2018 Berkshire Hathaway annual report, published in February, renowned investor Warren Buffett reiterated the holding company’s objective to purchase well-managed businesses with positive and sustainable economic characteristics –...

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Tax Tips: Look ahead while looking back at 2018

April 9, 2019 |

If you didn’t adjust your tax withholding in early 2018, you might be in for a surprise when completing your tax return this year. A lot of people opted for...

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Don’t Leave Your Long-Term Care Plan to Chance

March 25, 2019 |

According to new research from Genworth, one of the nation’s leading long-term care insurance companies, Americans are both entering caregiver roles and requiring care at younger ages. Among the study’s...

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