With the election less than a year away, you might be wondering if it’s time to make changes to your portfolio. As media…
Investments
Why invest internationally? (Video)
Here’s a statistic that may surprise you: In the past 30 years, the U.S. stock market has been the world’s best-performi…
Market Reflections for Third Quarter 2019: This Year Remains Strong Despite Negative Headlines
Global stock markets posted mixed results for the third quarter, as declines in international stocks contrasted with the…
Will there be a recession?
The last few weeks have been chaotic for the stock market. August was particularly challenging, with 3 days of U.S. mark…
10 Portfolio Strategies to Help Save on Your Income Tax Bill
As taxpayers, we’ve now felt the full impact of the changes the Tax Cuts and Jobs Act (TCJA) made to the tax code. Losin…
Taxes Can Take a Big Bite out of Your Returns (Video)
While we all know that taxes can eat away at the long-term growth of investments, do you know just how much you’re payin…
Market Reflections for Second Quarter 2019: Discipline Leads to Favorable Returns
Tension and uncertainty didn’t appear to affect the markets in the second quarter. Despite rising global trade tensions,…
Market Sound Bite: When Geo-Politics Affect the Markets, Some Strategies Can Take You Off Track
May offered investors a bumpy ride, to say the least. We saw the global stock market pull back by over 5%, its worst per…
Do You Really Need This Popular Annuity Product?
The equity index annuity (EIA) has been an incredibly popular investment product over the past 20 years. Supposedly, it …
Market Volatility Is Up … Again (Video)
Market volatility spiked recently, catching many investors by surprise. These seemingly unpredictable market movements c…