Category

Investing

Asset ManagementDiversificationForbesInvestingInvesting During a CrisisManaging Risk

During Times of Market Volatility, Focus on What You Can Control

Amidst the vast uncertainty in the markets right now, it's more important than ever for investors to understand the benefits—and limitations—of diversification. Having the right investment mix for your situation is critical in good times in the financial markets and during downturns. While you can't control the ups and downs…
March 11, 2020
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

How much can refinancing your mortgage save you? 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…
March 2, 2020
ForbesInvesting

Figuring Out What To Do With A Windfall

Figuring Out What To Do With A Windfall Whether sudden or expected, a financial windfall can come in many different forms: an inheritance, selling a business, stock options, distributions from a trust, or even winning the lottery. How to best use the proceeds from a windfall depends on a number…
November 20, 2019
Cash ManagementFinancial PlanningInfographicsInvestingRetirement PlanningSecure ActTax planningTraditional IRAUpdated for 2020

Non-Deductible IRA Contributions Aren’t Worth It – Here’s Why

5 reasons you shouldn't make nondeductible contributions to an IRA Are non-deductible IRA contributions worth it? Most high-income individuals are unable to make tax-deductible contributions to a traditional IRA due to IRS limits, yet their earnings level may allow the capacity to save more after maxing out a 401(k). Although any…
July 23, 2019