Category Archives: Investment Planning
Your New Year Financial Checklist
Now is a natural time for reflection. Use this New Year Financial Checklist to ensure the key parts of your financial plan stay aligned with your life and goals.
Are International Stocks Sexy Right Now?
They're making heads turn but are they superior to U.S. stocks?
Three Thought Leaders on Investment & Economic Literacy
Empower yourself to become a more qualified CEO of your financial life.
The Power of Compound Interest
How compound interest works like magic to help build a portfolio over time.
Not Your Great-Great-Grandfather’s Dow
How the stocks of the Dow have changed to reflect the evolutionary character of American business.
The Perversity of Statistics
With jobless claims up, understand why the stock market also jumped.
New Year, New Tax Numbers
How the SECURE act will impact retirement and tax planning for 2023.
Which Type of Bank is Right for You?
How to choose between national banks, online banks, and local banks and credit unions.