Financial Articles

If you’re invested in equities, you likely know that the U.S. stock market has surged recently. However, some analysts (though they have no crystal ball) are tempering expectations for future returns.

What causes an investment trend – and how should you respond to it?

If you’re continuing to work, how can you share your talent and wisdom in the most impactful way?

Regardless of if you’re already retired or have yet to make the transition, you can always learn more about how to make this time in your life more fulfilling by calling on the advice of others.

Should you pursue financial independence and financial security, or do they mean the same thing?

Whether you’re already retired or preparing to retire, chances are, you have experienced one, several, or all of what previous podcast guest Dr. Riley Moynes refers to as the non-financial “four phases of retirement.”

You are likely no stranger to the fact that major events, like U.S. presidential elections, create ideal fear-inducing headlines for media outlets. However, this intense attention can also create an illusion that elections have profound effects on all areas of life, including investments.

The perception of aging is evolving. If you shift your perspective of what it means to “grow older” and challenge negative stereotypes, you can clearly see the valuable contributions older adults make to society.

Which can help keep more hard-earned dollars in your pocket: IRAs and 401(k)s – or taxable accounts?

Two key factors that should play a role in your Social Security filing decision include time horizon and discount rate.

If you’ve been investing in the stock market for some time, you know it’s not a matter of if we will face a decline, but when.

Evaluating your life and financial decisions through the lens of mortality (a practice known as "memento mori”) has the power to help bring you true clarity in financial planning.