Blog
What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.
The Basics of Financial Fitness
There’s a subjective uncertainty associated with financial wellness. Are you financially fit? And if so, how fit are you? While there is no clearly defined threshold for answering affirmatively, much less grading your level of...
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Gone Phishing: Protecting Against Online Attacks
Identity theft is a growing concern that impacts millions of Americans every year. According to a recent study1, more than 14 million Americans fell victim to online theft in 2018, with 23% of of those incurring unreimbursed personal...
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Need a Life Insurance Policy Review?
Life changes quickly; that’s why it’s important to periodically evaluate your financial and life insurance needs. When was the last time you looked at your life insurance policies? How long ago were they purchased? Have...
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How to Manage Your 401(k) When You Switch Jobs
In the past, boomers and generation Xers often held on to jobs for 10 or more years. Some professionals stayed with the same company for most of their working lives. The Great Recession changed this for many. Now, people have become...
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Oil Prices on the Move
At this time last year, it was still unknown that a deadly global pandemic was on the rise, eventually stalling economic growth and sending crude oil prices into negative territory. But recently, oil prices have surged, with crude...
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SPACs Take Center Stage
The acronym “SPAC” is showing up more often these days because there is some big money behind the revitalized investment approach.SPAC stands for Special Purpose Acquisition Company, and they are sometimes referred to as...
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IRA 101: Know the Facts
Individual retirement accounts (IRAs) are one of the most common assets people rely on to save and invest for retirement. In fact, more than a third of households in America own an IRA. If you’re thinking of opening an IRA for...
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How to Reduce Your Credit Card Debt
Credit card debt can be an all-consuming matter that should be addressed sooner, rather than later in life. This article outlines steps to get started. As of 2020, the average credit card balance has reached over $6,200. It is not...
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12 Common Financial Mistakes to Avoid
Just as to-do lists can be a key part of planning, do-not-do lists can be helpful reminders to avoid mistakes that others have made. 1. Impulse investing. Avoid investing based on a whim or a tip. Don’t invest a certain way just...
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Five Common Investment Mistakes When Planning for Retirement
Only about 23% of American workers say they are "very confident" they will have enough money to live comfortably throughout retirement.1 To help reduce such uncertainty in your life, consider these five common investment pitfalls --...
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Speed Bumps & Headlines
As an investor, it can be tempting to get caught up in daily news headlines. Consider how news about the election and COVID-19 vaccines have moved the markets over the past several weeks. But having a financial strategy can help you...
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Does Your Portfolio Reflect Your Risk Tolerance?
When it comes to investing, many people associate risk with losing money. But investing entails different types of risk. Understanding each type -- and the potential return associated with your retirement portfolio -- can help you...
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Recognizing and Avoiding Online Scams
According to the Identity Theft Resource Center, the annual number of records exposed rose 126% in 2018, even while the annual number of data breaches fell by 23%. The business sector experienced 46% of the data breaches in 2018,...
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