As a woman, you have financial needs that are unique to your situation in life. Perhaps you would like to buy your first home. Maybe you need to start saving for your child’s college education. Or you might be concerned about planning for retirement. Whatever your circumstances may be, it’s important to have a clear … Read More about Women and Money: Taking Control of Your Finances

Doing your homework Before investing in publicly traded securities, it would be wise to do some research–at least enough to understand just what you’re investing in. An educated investment decision involves some knowledge of the stock and bond markets, the economy, and the companies issuing the securities. Because investors must try to forecast whether prices … Read More about Market and Investment Evaluation Methods

As the calendar has turned to July, investors and I would certainly like to forget the first six months of 2022. However, the Fourth of July Independence Day holiday does bring with it reason for celebration. Not only is it the 246th birthday of the United States of America, but July has historically been a … Read More about Looking Forward

Whether you’ve been investing for years or just made your first stock purchase, you may find that the more you learn, the more you realize you don’t know. From capital gains taxes to dividends, how well do you know investing? Test your investment IQ with our five-question quiz. True or False: Dividends are taxed differently … Read More about Test Your Investment IQ With Our Five-Question Quiz

Market volatility could spook even the most seasoned investor. If a precipitous week or two in the market has you ready to sell, you may want to reconsider your risk tolerance and asset allocation. Attempting to time the market by selling during a drop could often mean missing the prime point of re-entry—selling low and … Read More about Navigating Market Volatility–or Not

Planning for retirement can seem premature when you have only been in the workforce for a decade or so. But as the oldest Millennials begin to hit middle age, retirement suddenly does not seem so far away. From record-busting market highs to unprecedented pandemics and global financial disasters, the path to retirement looks a bit … Read More about Top 5 Things Millennials Should Consider When Retirement Planning