fb-pixel
Select Page
Financial Planning

Stay on top of all the latest trends in personal finance and how they affect your financial plan.

December Market Commentary

December Market Commentary

Defying GravityWritten by Stephen Schwartz (2003)Defying Gravity Movie sequels often carry lofty...

November Market Commentary

November Market Commentary

Mark Tremonti and Scott Stapp (1999) Higher The end of October is an interesting time for many. Those who love the fall season are drawn to the changing colors and crispness of the autumn air. For others, it is a time of transition towards winter and an awareness that...

Sign up for email updates

How To Open a High-Interest Bank Account

How To Open a High-Interest Bank Account

Opening a savings account is typically a great idea. Money in a savings account can be used for an emergency, a large purchase, a down payment, unexpected expenses, or even a rainy day. Savings accounts are different from checking accounts because the purpose is to...

Questions You Should Ask Your Financial Advisor

Questions You Should Ask Your Financial Advisor

There are some important questions you should ask financial advisors to ensure they're the right fit for you. Firstly, you should ask your financial advisor about their experience and qualifications. Find out how long they have been in the industry, what their...

Adding a Financial Wellness Program for Your Employees

Adding a Financial Wellness Program for Your Employees

You're probably already aware that financially secure employees are happier, healthier, and more productive. But what you might not know is that employee well-being is also good for your bottom line. Studies have shown that workers who feel financially secure are less...

Taking Advantage of Employer-Sponsored Retirement Plans

Taking Advantage of Employer-Sponsored Retirement Plans

Employer-sponsored qualified retirement plans such as 401(k), 457(b), and 403(b)s are some of the most powerful retirement savings tools available. If your employer offers such a plan and you're not participating in it, you should be. Once you're participating in a...

May Market Commentary – The End of a Fed Cycle?

May Market Commentary – The End of a Fed Cycle?

The End of a Fed Cycle? April Recap and May Outlook The biggest news in the Fed’s statement after their meeting on May 3 was what it didn’t say. The Fed’s statement from March contained the language “the Committee anticipates that some additional policy firming may be...

Getting to Know Cryptocurrency

Getting to Know Cryptocurrency

Cryptocurrency is a digital or virtual currency that uses cryptography for security. It operates on a decentralized network, meaning that it's not controlled by a central authority like a government or a bank. Instead, transactions are recorded on a public ledger...

Check out more categories