Blogs and More

2023 was a roller coaster of a year in the markets. Stocks soared and bonds rebounded. Here's our review.

The 3rd quarter of the year has given investors much to contemplate. Surprisingly strong economic activity led to an increase in bond yields. That proved to be a headwind for stocks, though year-to-date the returns on balanced portfolios remains positive.

Thinking of timing when to get out of stocks? The impact of being out of the market for a short time can be profound.

Completing our Retirement Ready Workbook is the first step in creating a comprehensive retirement plan.

As the famous saying goes, there are only two guarantees in life: death and taxes. And that includes taxes on your social security benefits.

Does looking at a mutual fund's track record over the last five years help to predict future performance? Research by Dimensional Fund Advisors shows this approach offers little insight.