2022 - The Year in Review
Investors are quite happy to close the door on a difficult year in 2022 and look forward to a new start in 2023. While many investor concerns still linger, bright spots remain as well.
Does the SECURE 2.0 Act Impact Your Retirement Planning?
The SECURE 2.0 Act contains numerous provisions that may affect your retirement planning. Here's a brief overview.
The Test: Developing a Financial Plan You Can Stick With
What if someone told you back in December 2019 that the next 3 years would bring a pandemic, inflation, a Russian invasion of Ukraine, and all kinds of investment manias and crashes? Would you have guessed the market would still have averaged 10%?
Revisiting an Old Warning on Crypto
In light of the recent collapse of the FTX cryptocurrency exchange, we'd like to revisit a post about Bitcoin.
Trust the Advisor Who Trusts the Market
With over 200,000 financial advisors in the United States, how do you pick one?
Stock Performance After Downturns
Sudden market downturns can be unsettling. But historically, US equity returns following sharp downturns have, on average, been positive.