Category

Current events

Asset ManagementBuilding WealthCurrent eventsDiversificationInvestingInvesting During a CrisisManaging RiskRebalancing

How Do Bonds Perform During a Recession?

The globalized nature of the world economy makes diversification a tall task. Although past performance is not indicative of future results, history is a helpful lens to view stock vs bond performance during past recessions or bear markets. Volatility in the financial markets also highlights the benefits—and limitations—that diversification can…
March 4, 2020
Cash ManagementCurrent eventsDebt ManagementHome buyingInterest ratesInvestingMortgagesReal EstateUpdated for 2020

Is Refinancing Your Mortgage Worth It? Here’s How Much You Could Save

Mortgage rates are currently very low - the average 30-year mortgage is now 3.50%. It might make sense for homeowners to consider refinancing. How much could you save from refinancing your mortgage? Here's how to tell if refinancing your mortgage is worth it. This article will explore much can refinancing…
March 2, 2020