Retirement can be abstract. It means different things to different people. For some, it might involve a complete relocation to a warmer...

In 2016, the Bureau of Labor statistics reported the average person spends 4.2 years at a single company. That means over a 40-year...

Let’s face it. Investing has been easy the last few years. It has not required much investing know-how to earn unusually high returns on...

Have you scrolled through your favorite social media app lately, only to see photos of your friends sipping umbrella drinks on a beach in...

There are 63 games in the NCAA men’s basketball tournament. No one has ever picked all 63 correctly. Not once. Yet, every year millions...

We purposefully do not often comment on short-term stock market moves. The reason is simple. For our clients who have investments in...

The federal government just gave you a gift. What gift, you ask? If Oprah Winfrey were unveiling it, it might sound something like this:...

There is one statement that causes most financial advisors to cringe with disgust. You have probably heard it. It goes something like...

It’s a well-worn saying: “What happens in Vegas, stays in Vegas.” Interestingly, in this case, it’s not what happened in Vegas that was...

‘Tis the season for spending. This time of the year it’s difficult to determine if the ringing you hear is jingle bells or cash...

Whether you are 25 years old or 65 years old, or somewhere in between, we all have a reason to be thankful this year. Why? The U.S. stock...

The man in our nation’s highest office just saved your retirement. Or did he? And how? In between trading barbs on Twitter with several...

Have you ever day-dreamed about striking it rich? Be honest. Really, what’s not to love about a get-rich-quick scheme, where you plunk...

How did you celebrate Independence Day this year? Did you gather friends and family for a barbeque? Go to the lake? Light fireworks?...

Do you remember back in grade school when a new kid would join your class at the start of the year? You never knew what to expect....

Psst…can you hear me? I have a secret I want to share with you. It’s the kind of secret that can change your life. It’s a secret that...

To be honest, this memo would be even better if it had a title like, “Top 5 Tips to Completely Avoid the Next Market Crash.” It only...

Interest rates in the United States have been stuck in low gear for close to a decade. For some investors, a shift to higher interest...

Do you want the good news or the bad news first? The sun is shining and it’s supposed to be a spectacular March day, so let’s go with the...

Pop quiz. What are the chances the Social Security program will be around when today's Millennials reach retirement? (A) 100% (B) 50% (C)...