An Introduction to Bond Ladders
August 1, 2022
Bonds play an important role in a diverse investment portfolio. As fixed-income securities, they can provide a stable return until they mature. As with any
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The Sequence of Returns Risk in Retirement
August 1, 2022
Markets go up and down in ways that are not entirely predictable. For long-term investors, what the market is doing in the present isn’t that
Market Commentary | July 26, 2022
July 26, 2022
A lot of people are worried that a recession may be in our future. Some think it may already be here. Unemployment is low (3.6
Market Commentary | July 19, 2022
July 19, 2022
Nobody is happy, but Americans are feeling more optimistic. Last week, headlines blasted the new inflation numbers. Prices were up more than 9% year-over-year in
Market Commentary | July 12, 2022
July 12, 2022
Rising inflation is a bit like a child throwing a temper tantrum in the grocery store. The red-faced parent, in this case the U.S. Federal
Market Commentary | July 5, 2022
July 5, 2022
The first six months of 2022 have earned a place in history books. 2022 is likely to become part of the lore passed from generation
It’s Time to Have “The Estate Plan Talk”
July 1, 2022
Talking with loved ones about estate planning and inheritance can be challenging, especially as it centers around two taboo topics – money and death. But
How to Weather a Market Correction
July 1, 2022
Sometimes stock prices drop across the entire market at once triggered by a range of things, such as a natural disaster, political turmoil, concerns over
Market Commentary | June 28, 2022
June 28, 2022
Last week, bad news was good news. Consumers were feeling blue in June, according to the University of Michigan Consumer Sentiment Survey. The survey scored
Market Commentary | June 21, 2022
June 21, 2022
The fight against inflation intensified. Last week, the Federal Reserve (Fed) delivered a message that it is serious about fighting inflation. The Federal Open Market