A Volatile Stock Market: What Can Investors Do?
COVID-19, inflation and the Ukrainian war have all contributed to a volatile stock market in recent weeks. Volatility will continue as usual while one sector is experiencing profitability, another is declining, resulting in declining stock market valuations. For investors, the up and down performance creates market risk but is part of the underlying economic fundamentals of our U.S. stock market
5 Ways to Reduce Your Carbon Footprint & Invest in Our Planet
Going green, recycling, buying local, and energy-efficient appliances likely come to mind first when you think about reducing your carbon footprint and investing in our planet. However, the way you bank and handle your money can also help the environment. Here are five easy ways to reduce your carbon footprint through your finances. #1. Go Paperless Did you know that
How You Can Achieve a Stress-Free Retirement
Contrary to popular belief, retirement doesn’t always mean a stress-free lifestyle. It’s pretty standard for retirees to face stress from new challenges and worries. The good news is there are steps you can take to achieve a stress-free retirement and enjoy a happy and fulfilling life away from the working world. Here are some tips to help you achieve a
Tax Changes ‘Self-filers’ Need to Know Before Filing 2021 Taxes
If you are self-filing your 2021 taxes, you may want to double-check. Make sure you don’t miss out on any tax changes. While some deductions will be the same this year, there are other significant changes due to the COVID-19 stimulus plans over the past two years. Here are a few specific tax-related items for the 2021 tax filing season
Five Tips for Organizing Your Home Office
A clean, organized home office is vital to stay focused, make the most of every workday, and separate your work and home life. Whether your home office is a desk in your kitchen or a dedicated room, it can quickly become filled with clutter causing you stress. In honor of Organize Your Home Office Day on March 8th, we’ve compiled
What is Goal-Based Investing?
Goal-based investing in asset management is somewhat new to wealth management and differs from traditional investing in unique ways.The traditional investing philosophy focuses on portfolio construction to achieve the highest return The goal-based investing philosophy focuses on attaining a specific goal first, then uses the portfolio construction as a tool to achieve the goal. Purposed Based Investments Each investment has a
Financial Planning for Families Living With a Disability
Families living with a disability is more common than one expects. Nearly 54 million Americans cope with special needs and the rising cost of associated expenses, according to the National Organization on Disability. Physical or Mental Disabilities Whether the disability is physical or mental, ongoing medical appointments, extra caregiving expenditures, or a family member unable to work full time directly
Five Great Financial Readings to Guide You Through 2022
Many financial readings can provide you with fresh perspectives on personal finance or strategies you’ve never considered before or inspire you to take charge of your financial future. In honor of World Book Day on March 4th, we’ve compiled this list of five financial readings for you to read in 2022. Regardless of your stage in life or financial goals,
Why Managing Mental Health Matters for Retirees
Once you retire, you may not miss the typical stressors of a demanding career. Managing mental health is important leading up to retirement and moving into. Retirement is a time to enjoy hobbies and activities you didn’t have time for during your working life. Retirement is also a time to focus on what truly makes you happy. However, while retirement
Tax Identity Theft Season (aka Tax Scam Season) is Here
Tax identity theft is when someone uses your Social Security number to steal your tax refund or for work. People often discover tax identity theft when they file their tax returns. Tax Identity Theft Week is February 1st- 5th, 2022, and is a great time to consider how to keep your identity safe as you prepare to file your taxes.