Archive for the ‘Wealth Management’ Category

Accepting Payments Online Gives Your Business an Edge

Accepting Payments Online Gives Your Business an Edge

Consumers are making more online payments than ever before, and businesses have been moving fast to roll out online payments and upgrade digital systems to meet the demand. Perhaps your business is doing more business online or changing how you handle transactions to meet customer needs. Advantages of Online Payments (more…)

Plan for Life’s Unexpected Twists with Advance Directives

Plan for Life’s Unexpected Twists with Advance Directives

Life can change on a dime. One serious accident or unexpected illness can turn your world upside down. That’s why having an advance directive is critical when health care decisions need to be made regarding end-of-life care. Thinking about the type of medical care you would want in the wake (more…)

SMART MONEY MOVES TO MAKE IN UNCERTAIN TIMES

Smart Money Moves to Make in Uncertain Times

With COVID-19 bearing down on the U.S. and the global economy taking a beating, millions of workers have lost their jobs and are facing difficult decisions. Many are feeling stressed to the max about their financial security. Here are some steps you can take to protect your money in uncertain (more…)

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…)