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Wednesday, September 7, 2022

When it comes to stock market performance, August was “the best of times, and the worst of times.”

Friday, September 2, 2022

Your need for life insurance changes as your life changes. When you're young, you typically have less need for life insurance, but that changes as you take on more responsibility and your family grows. Then, as your responsibilities...

Wednesday, August 31, 2022

Given the daily responsibilities of running a business, planning for an event that may or may not happen may not seem to be a priority. But by preparing for a major disaster, your company will be in a better position to cope with more...

Monday, August 29, 2022

Matching your tolerance for risk with your investment objectives Everyone wants a comfortable retirement, but the road you take there will depend on your specific situation. When you invest, you assume a certain level of risk (but like...

Friday, August 26, 2022

With the average price for private college tuition and fees hitting $43,750 for the 2021-2022 school year and public college attendees paying more than $28,000 per year, many parents are nervously anticipating what will happen after...

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Friday, August 5, 2022

Most people who decide to purchase stocks, bonds, mutual funds, or other investment vehicles do so understanding that there are risks associated with investing, but believing that the potential growth they may realize over time...

Wednesday, August 3, 2022

Doing your homeworkBefore investing in publicly traded securities, it would be wise to do some research--at least enough to understand just what you're investing in. An educated investment decision involves some knowledge of the stock...

Monday, August 1, 2022

Proponents of active portfolio management believe that a skilled investment manager can generate returns that outperform a benchmark index. Advocates of passive investing argue that the best way to capture overall market returns is to...

Thursday, July 28, 2022

Labor Day is right around the corner. The weather is starting to turn a little cooler, college football returns and the kids are back in school. For me, it’s always been the kids going back to school that really marked the end of...

Tuesday, July 12, 2022

Markets rarely give us clear skies, and there are always threats to watch for on the horizon, but the right preparation, context, and support can help us navigate anything that may lie ahead. So far, this year hasn’t seen a...

Monday, July 4, 2022

The sandwich generation is a term commonly used to describe those between the ages of 40 and 59 who are responsible for raising their family and are also often helping their aging parents manage their ongoing needs. Those members of...

Friday, July 1, 2022

The need for regular saving and investing spans many life stages. Through the years, your goals will change and your strategies will shift, but don’t be alarmed. You’re just progressing through the normal stages of life,...

Wednesday, June 29, 2022

It's essential to know the critical ages regarding taking Social Security that may impact the amount of your benefits. Getting the most out of your Social Security retirement benefits can be the difference of thousands of dollars over...

Monday, June 27, 2022

The golden rule of financial planning: if you can plan it, you can pursue itOver the past July 4th, we celebrated our country’s history of declaring independence and guaranteeing basic human freedoms. But true freedom includes...

Friday, June 17, 2022

A bear market is officially here thanks largely to stubbornly high inflation. For many of us, it has probably felt like a bear market for a while now, but the S&P 500 Index didn’t close more than 20% below its January 3 record...

Friday, June 3, 2022

Thursday, June 2, 2022

The bull market that began in March of 2020 came dangerously close to an end. From March 23, 2020 through January 3, 2022, the S&P 500 Index gained 114% (excluding dividends). From that January 3 closing high through the recent low on...

Wednesday, June 1, 2022

Friday, May 27, 2022

Wednesday, May 25, 2022

Wednesday, May 4, 2022

Wednesday, May 4, 2022

Sunday, May 1, 2022

Thursday, April 28, 2022

Monday, April 25, 2022

Wednesday, April 13, 2022

Monday, April 4, 2022

Friday, April 1, 2022

Wednesday, March 30, 2022

Thursday, March 3, 2022

Tuesday, March 1, 2022

Monday, February 28, 2022

Friday, February 25, 2022

Wednesday, February 23, 2022

Monday, February 7, 2022

Thursday, February 3, 2022

Tuesday, February 1, 2022

Friday, January 28, 2022

Monday, January 10, 2022

Friday, January 7, 2022

Tuesday, January 4, 2022

Saturday, January 1, 2022

Wednesday, December 29, 2021

Friday, December 3, 2021

Wednesday, December 1, 2021

Although you don't have to wait until January to begin working on your financial goals, a new year may bring a much-needed fresh start on your spending and saving goals. Read on for three financial moves you may want to consider before...

Monday, November 29, 2021

Research shows that reading can help improve your mental health—particularly reading fiction. There’s no better time than fall to pick up a book, but if you don’t know where to start, here are a few celebrity book...

Friday, November 26, 2021

Is that investment an innovation or an improvement on an existing product? As Christmas sales loom, we face an endless array of sparkly, shiny and occasionally innovative items. As an investor, you run into a similar phenomenon that...

Monday, November 22, 2021

You may know that your small business needs a written business plan—but how do you get started? What elements should your plan address, and do you need different plans for different audiences? Below we discuss a few of the key...

Monday, November 1, 2021

Giving Tuesday is a day to extend the goodwill that the holiday season may bring to help others. With so many in need, the holiday season is a reminder to help those less fortunate. Whether you want to donate your time or contribute...

Friday, October 29, 2021

Many people are familiar with the scammers who promise to pay millions of dollars in exchange for briefly holding funds in your bank account or those who offer to enhance certain body parts risk-free. Today's scammers are clever at...

Wednesday, October 27, 2021

It may be easy to forget we're nearing the end of the year. Even during the busy end of year rush, it's a good time to reevaluate your 2021 finances and turn an eye toward 2022. What can you do now to potentially improve and streamline...

Monday, October 25, 2021

When it comes to excuses for failing to maintain a healthy lifestyle, working a full-time job is often at the top of the list. And it doesn’t stop at a forty-hour workweek. The majority of Americans are clocking more than forty...

Friday, October 1, 2021

The mission of the National Breast Cancer Foundation (NBCF) is to help women win their battle with breast cancer through early detection, education, and support services. Even though they are staffed with dedicated professionals, all...

Monday, September 27, 2021

There is a common misconception that estate planning is something only the affluent need to do before they die. However, estate planning is important for everyone, regardless of income level or net worth. Planning for the disposition...

Saturday, September 25, 2021

Small businesses face many problems related to their size, capital, and capability, and for women-owned small businesses, the challenge is sometimes even greater. The good news is there are many professional organizations out there...

Thursday, September 23, 2021

For many, autumn is the best time of year. The return of cool breezes, comforting foods, and pumpkins can be invigorating. It’s also a bookmark of sorts, especially for your finances—a perfect time to take stock of your...

Wednesday, August 25, 2021

September 22nd is American Business Women's Day, and it may be the perfect day to celebrate women who have surpassed the glass ceiling and gone on to be leaders and inspirations for businesswomen everywhere. In honor of American...

Monday, August 23, 2021

Natural disasters like wildfires, floods, earthquakes, tornadoes, and long-term power outages don't discriminate—they may impact anyone at any time. However, you don't need to live your life under the constant stress of expecting...

Friday, August 20, 2021

Mother Teresa was one of the most well-known figures for her charitable service, officially recognized with an International Day of Charity[1]. September 5th marks the anniversary of her death and is a day where much of the world...

Wednesday, August 18, 2021

Although we all know that “time flies,” it seems to move particularly fast as we watch our children grow. Yet, in considering a college future for a newborn, it is understandable that parents might procrastinate, since...

Friday, July 30, 2021

Women’s Equality Day is celebrated this year on August 26th. This event is a great time to reflect on the progress made and why women’s equality is so important. Progress is happening, but we still have much work to do to...

Friday, July 30, 2021

Taking money out of retirement without a plan is a recipe for trouble You‘ve saved for years. Now that you are retired, did you create an income plan from your savings? The financial industry and media constantly talk about the...

Wednesday, July 28, 2021

Many college students are looking forward to getting back to campus to continue their higher education and resume their normal life post-pandemic. Whether you're a first-year student or well-versed in college life, understanding proper...

Monday, July 26, 2021

Local libraries are an essential part of the community. They often provide literacy programs and support to children and adults alike, while bringing the joy of reading to anyone who wants to partake. Many libraries rely on...

Friday, July 23, 2021

Go out into your yard and dig a big hole. Every month, throw $50 into it, but don't take any money out until you're ready to buy a house, send your child to college, or retire. It sounds a little crazy, doesn't it? But that's what...

Thursday, July 15, 2021

Sending a child to college for the first time can be a stressful transition for any parent. Even though your child is legally an adult (or almost an adult) by the time they head out on their own, a parent's worries about health, safety...

Friday, July 2, 2021

As the saying goes, "50 is the new 40"—and with Americans living longer than ever before, it's not unusual for those in their 50s, 60s, or even 70s to be in their peak earning years.1 But for those who would prefer the option of...

Thursday, July 1, 2021

Remember, it is never too early to start planning for your future! The time to begin planning for your financial future is now. So, when it comes to preparing for retirement, the earlier you start, the better. Here are some steps to...

Monday, June 28, 2021

Retirement can be a risky business if you don’t consider all the factors that can impact your retirement during your planning process. Although it’s hard to know what will happen in the future to you or your investments,...

Thursday, June 24, 2021

Today’s women are more educated and have more significant job opportunities compared to previous generations. Despite more women in the workforce than ever before, women still experience considerable pay disparity compared to...

Monday, June 14, 2021

Social Justice investing is commonly linked to Socially Responsible Investing (SRI), which is investing to do good for others. Now, as COVID-19 continues to shape our societal values, clients are hoping that their investing addresses...

Wednesday, June 9, 2021

According to the Women's Business Enterprise National Council, as of 2018 there were 12.3 million women-owned businesses in the United States (representing 40% of all businesses), employing over 9 million people and generating $1.8...

Tuesday, June 1, 2021

The European Union (EU) has recently implemented some investment regulations that require significantly more transparency in funds that invest in stocks with an environmental, social, or governance (ESG) bent. Could these same...

Thursday, May 27, 2021

Divorce can deal both divorcing spouses one of the biggest financial blows of their lifetimes. In fact, experts estimate each spouse will need to increase their individual income by about 30 percent to maintain the same standard of...

Monday, May 17, 2021

Retirement is inevitable, but knowing exactly when to do so is often unclear. No matter when you actually begin your retirement, you’ll benefit from planning your post-work life as early as possible. According to Gallup, the...

Wednesday, May 12, 2021

With COVID rocking the employment landscape for job-seekers, some women have taken this opportunity to reinvent themselves and take charge of their own financial futures by launching a business. Entrepreneurship is one of the most...

Monday, May 10, 2021

When saving for retirement, it often makes sense to contribute to employer-sponsored retirement plans to take advantage of any available employer match opportunities. However, not everyone has access to an employer-sponsored plan. Even...

Tuesday, May 4, 2021

529 plans can be a great way to save for college, but they're not the only way. When you're investing for a major goal like education, it makes sense to be familiar with all of your options. Mutual funds Mutual funds are an option to...