More women are working and taking charge of their own retirement planning than ever before. What does retirement mean to you? Do you dream of traveling? Pursuing a hobby? Volunteering your time, or starting a new career or business? Simply enjoying more time with your grandchildren? Whatever your goal, you’ll need a retirement income plan … Read More about A Retirement Income Roadmap for Women

Peaks and valleys of the market probably give you fits about your investments in retirement savings accounts. Nobody can tell when Wall Street’s ups will peak and its lows bottom out, but you can protect yourself with patience and a cool head. Our firm’s 401(k)/403(b) services for corporate clients include helping their employees make informed … Read More about 401(k): Safety in Allocation

Today, women have more financial responsibilities than ever before. How will your family or loved ones manage financially if you die? Whether you are single, married, employed, or a stay-at-home mom, you probably need life insurance. At the very least, life insurance can help pay for the costs of funeral and burial services, estate administration, … Read More about Why Women Need Life Insurance

A bear market is a prolonged period of price declines in securities, an index such as the S&P 500, or the overall stock market of usually 20% or more from a recent high. Bear markets can also signal economic downturns such as a pandemic, recession, or geopolitical crisis and may be cyclical or longer-term. Pessimism … Read More about A Survival Guide for a Bear Market

What are stocks? Stock equals ownership A stock represents a share of ownership in a business. When you hold one or more shares of stock in a company, you actually own a piece of that company. Your percentage of ownership will depend on how many shares you hold in relation to the total number of … Read More about Stocks: An Introduction

Introduction Once you’ve identified your financial and investment goals and assessed your investing personality, you’ll need to create an investment portfolio that fits your needs and understand what’s involved in managing that portfolio on an ongoing basis. Entire books–actually, shelves full of books–have been written about ways to design and manage a portfolio, so this … Read More about Introduction to Designing and Managing an Investment Portfolio