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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

The Fed Raises Rates, Should You Sell Bonds?

Thad Schlaud

Don’t let public perceptions drive your investing because that’s speculating. On May 4th, the Federal Reserve raised interest rates by 50 basis points and scaled back other pandemic-era economic support, as it stepped-up its fight against the highest inflation we’ve seen in 40 years. “Inflation is much…

Categories: News, The Market

How to Help Your Kids Understand the Value of a Dollar

Young children tend to think money simply appears somehow and that their parents have an unlimited supply to spend on them. This is, of course, highly unrealistic, and part of your job as a parent is to help your kids understand the value of a dollar and grow into responsible…

Categories: Family

It Might Not Be Enough to Diversify at the Asset Class Level

Ben Klamo

Traditional investing, frequently coined a “buy and hold” investment strategy, incorporates a mix of assets that create a portfolio of investments. This portfolio of assets generates an expected return given an investors’ risk profile. We refer to this type of investing as Strategic Asset Allocation (SAA). At the core of…

Categories: News, The Market