04/05/2023 Stocks retreated in March as investor confidence sank following a handful of major shakeups in the banking sector. These included the failures of Silicon Valley and Signature Banks, the hurried acquisition of Credit Suisse by its rival UBS, and the propping up of First Republic by 11 of America’s biggest banks. Investors flocked to
From a young age, the way you handle money, and the messages you send to your children, are shaping their relationship with money.
Armageddon...NOT! 10/06/2022 This quarter, NASA’s DART program successfully redirected an asteroid setting the stage to protect the earth from rogue asteroids with the potential to cause Armageddon. Unlike DART, the FED has a dual mandate of full employment and price stability. The Fed has made clear its intent to save its reputation and
Generational wealth is often cited as an advantage to help people get ahead, whether it’s a home, business, or investment assets passed down. But did you know 7 in 10 families lose their wealth within one generation, and 9 in 10 families lose their wealth within two?
Retirement plans offer great benefits, but they are not created equal. Until the 1980s, most employees could count on "defined benefit" (DB) pensions. That all changed with the advent of the 401(k) and other "defined contribution" (DC) plans.
Retirement Mistakes to Avoid
Starting a new career or changing jobs can be stressful. Learn expert tips from a financial advisor specializing in helping job changers. Congratulations! You’ve decided to change jobs or begin a new career. Or perhaps, the decision was made for you? Either way, the weeks or months it takes to move from one employer to
Financial professionals weigh in on the worst mistakes they see investors making, and what to do instead Bear markets are an extraordinary opportunity — for both good and bad outcomes. I’ve already written about the positive aspect of this sort of opportunity, but this time I want to concentrate on some of the nastier
Living Their Best Lives After two years of pandemic anxiety, this past quarter witnessed the return of full in-person commencements. The hard work, discipline, and perseverance of recent college graduates are inspiring. Thankfully, they will be able to enjoy traditional graduation processionals and parties. However, for investors, this past quarter felt like a bad
