FTX Was Waving the Same Madoff Red Flags

Thad Schlaud

In the span of just a few days, cryptocurrency exchange FTX – the world’s third largest cryptocurrency exchange with more than 1 million users – filed for Chapter 11 bankruptcy. A few days later, cryptocurrency lender BlockFi announced that it was “not able to do business as usual” and paused…

Categories: Industry Ideas, News

Your Retirement Planning: “Too Big to Fail”

Thad Schlaud

Many of us remember the phrase “too big to fail” from the 2008 financial crisis and cringe now that its use has been resurrected during the coronavirus pandemic. Others remember that the term was also used in 1984 by U.S. Congressman Stewart McKinney when he talked about the FDIC’s intervention…

Categories: Industry Ideas, The Market

Most Investors Perceive Losses as More Impactful

Thad Schlaud

When managing personal finances and investments, people frequently exhibit irrational behavior for different reasons. If you’re one of these folks, be fair to yourself: It doesn’t even take a spate of market zigzags like we saw recently to prod you into questionable decisions. Everyone makes choices about money nearly every…

Categories: The Market

Third Quarter 2022 Review and Outlook

David Martin

The third quarter of this year started out so promising. After the worst first half since 1970, the S&P 500 rallied 17.4% from its June 16 low to its August 16 high. But stronger-than-expected inflation reports, and a hawkish Fed proved to be too much for the market, and the…

Categories: News, The Market
Video

Women Retirement

Nicole Standen

Women face unique challenges when it comes to employment, income, and caregiving. As a result, they often must take a different approach when it comes to preparing for retirement. Here’s a look at some of the retirement hurdles women face and how to address them.

Categories: Education
Video

Timeless Principles of Investing

Chad Wotton

Changing your investment strategy mid-stream will most likely have a detrimental impact on your results. Focus on what you can control when it comes to your investments. Don’t just think long term; act it too.

Categories: Education

Elon, Twitter, and the Importance of Due Diligence

Thad Schlaud

Elon Musk – the world’s richest person – recently announced that he was pulling out of his agreement to buy Twitter (good luck!), saying that there was a lack of information about the number of Twitter users made up by bots. In a letter sent to Twitter, Musk said that…

Categories: News, The Market
Video

How to Weather a Market Downturn

Thad Schlaud

Long-term investors will experience a number of market downturns over the course of their lives, which can be triggered by everything from natural disasters to political turmoil. So, if you’re investing for retirement or another long-term financial goal, you need…

Categories: Education
Video

Get a Jump Start on Your 2022 Taxes

Wayne Bell-Warren

As you’re finishing up your 2021 tax return, you may be thinking your tax work is done until next spring. But getting a jump-start on next year’s taxes can help you get organized, saving you time and money when April…

Categories: Education

Don’t Believe That This Bear is Different – It’s Not

Thad Schlaud

Bull markets happen. Bear markets happen. Just stick to your financial plan and stay calm and disciplined. When the market sours or slumps, don’t believe talk that this bear is different. It is not. History shows this is true. When markets decline, they do so rapidly and painfully. The subsequent…

Categories: The Market