Stock Market

You may find – like many of the families we meet with – that the distribution phase of retirement is often the most challenging. However, it can be greatly simplified by focusing on a handful of key risks.

Your retirement goals, dreams and financial situation are all unique to you. The journey your neighbor made to and through retirement will not mirror yours, which is why you should be wary of assuming anything when it comes to your personal path.

Getting “rich” is all relative, and your ability to gain “riches” may not be nearly as complicated as you think.

While it can be a difficult motive to overcome, avoiding emotional reactions during times of market volatility is key.

As an investor, you should be aware of the asymmetric risk-reward characteristics offered by the stock market. Why? They can offer you greater investment peace of mind.

You don’t need to do countless hours of research to become a successful investor, but it's helpful to be familiar with financial market history, including booms and busts.

You may have noticed “Bull Market” sneaking into news headlines as of late, and that’s because over the past month, markets saw a significant increase in expected returns within a short period of time.

While there are no guarantees, data shows down and sideways markets can be one of the best times to stay invested or make further investments.

It’s become common practice to utilize U.S. historical data when projecting the resilience of your financial plan. However, this can potentially underestimate the risk of a significant market crash, as relying solely on U.S. data may lead to an inaccurate perception of downside risk.

Are we headed for a “financial catastrophe”? Today’s news headlines paint a gloomy picture for the markets if Congress doesn't raise the US government's debt ceiling by June 1. However, the markets say otherwise.

An awareness of how markets tend to move over time will help you better execute your investment strategy and feel more confident in times of volatility.

Comprehensive retirement strategies require understanding the growth potential and tax impact of investment vehicles. Two options in your tool box include Roth IRAs and non-dividend paying stocks.