What financial, business, or life priorities do you need to address for the coming year? Now is an excellent time to think about the...

Market Summary The major market indices retraced back higher again in November into the upper ranges we’ve experienced over the past six...

What does a good retirement look like to you? Does it resemble the retirement that your spouse or partner has in mind? It is at least...

Market Summary October was a choppy month with new lows for the year being made from a disappointing CPI release, followed by rebounds...

“It turns out my job was not to find great investments but to help create great investors,” writes Carl Richards, author of “The Behavior...

Market Summary Renewed concerns regarding inflation and another stern message from the Federal Reserve pushed the stock market lower in...

If you own an Individual Retirement Account (IRA), perhaps you have heard about Roth IRA conversions. Converting your traditional IRA to...

Market Summary Renewed fears of higher interest rates and economic weakening, coupled with tough talk by the Federal Reserve, weighed on...

Many households think they are planning carefully for retirement. In many cases, they are not. Weak spots in their retirement planning...