Archive for the ‘Wealth Management’ Category

Navigating Stock Market Volatility

Navigating Stock Market Volatility

6 Takeaways from the Market’s Wild Ride The unpredictability of the stock market in recent months has been unsettling (to put it mildly) for investors watching their retirement plan and brokerage account balances go up, down and sideways. The stock market drop in March – the steepest market decline since (more…)

All About Investment Styles: Growth, Value and Blend

All About Investment Styles: Growth, Value and Blend

Although there’s nothing trendy about investment styles, it pays to understand the differences between growth, value and blend when choosing investments for your portfolio. Investments labeled as value and growth tend to take turns outperforming each other, and the blended style is exactly that – a blend of growth and (more…)

Wealth Transfer Checklist

Leaving A Legacy For Your Loved Ones Having conversations about distributing your money, home and other assets after you’re gone may be uncomfortable, but it’s important to address the topic so you and your heirs are prepared. Creating a plan for transferring assets can achieve a variety of goals, such (more…)

5 Smart Moves For Surviving Market Volatility

Investing in the stock market can be a wild ride at times. No one knows for sure what will happen next, but knowing how to handle stock market volatility can help you stay on track. The following investing principles can help you manage your investments in changing market conditions: Don’t (more…)

Why You Need a Financial Plan

Why You Need a Financial Plan

Go from Dreaming to Doing Are you a dreamer, a doer, a procrastinator or a planner? Dreamers tend to have big goals for the future with few plans for making them happen. Doers are action-takers who focus on meeting today’s demands and may overlook big-picture planning or dreaming about the (more…)

Look Beyond Past Performance

Are you thinking about adding to your portfolio or changing your lineup of investments? It’s wise to look under the hood and make sure you know what you’re getting before choosing an investment. Reviewing a fund’s past performance provides a snapshot, which is a good place to start, but it’s (more…)

Don’t Shortchange Your Investing Potential

No one likes to lose, especially with money. In fact, researchers have found that our desire to avoid financial losses can be twice as powerful psychologically as our interest in achieving an equivalent gain. It’s no wonder, then, that many investors avoid financial losses by investing in “safer” investments with (more…)

4 Financial Factors to Review Annually

Many people use tax season as an opportunity to review their finances. But if you’ve never done a financial review before, you might not be sure where to begin. To get you started, here are a few financial items you should review each year: Investment strategy. A review of your (more…)

4 Reasons to Open a Taxable Investment Account

It’s true: Investing in tax-advantaged accounts can help you save. Maybe you use an IRA or 401(k) for retirement, a 529 plan for college and a health savings account (HSA) for health expenses. But does that mean you should shun investing in a taxable brokerage account? Not at all! While (more…)

Prevent Lifestyle Creep

Prevent Lifestyle Creep

Congratulations on your raise! Now you can afford to buy that thing you’ve always wanted. And make that upgrade. And subscribe to — wait. What happened to your raise? Well, it succumbed to “lifestyle creep,” a habit of spending more as you earn more, to the point that you end (more…)