Retirement Savings in a Volatile Market

By
Posted on September 27th, 2022

If you worry about your retirement investments during market downturns, you’re not alone. Unfortunately, emotions are often the enemy of sound investing. Here are some […]

Learn More

Inflation Protection for Investment Dollars

By
Posted on July 11th, 2022

For the 12-month period ending in May 2022, the Consumer Price Index for All Urban Consumers (CPI-U) — the most widely used measure of inflation […]

Learn More

Diversifying Your Portfolio with International Flair

By
Posted on July 1st, 2022

Global economic growth is projected to drop from a 5.8% rate in 2021 to 3.3% in 2022, as the world grapples with repercussions of the […]

Learn More

P/E Ratios Offer Multiple Perspectives on Value

By
Posted on November 30th, 2021

Many factors go into decisions on buying or selling shares of a particular stock, but the price/earnings (P/E) ratio can be a helpful starting point […]

Learn More

Company Stock and Your Retirement Strategy

By
Posted on August 24th, 2021

The opportunity to acquire company stock — inside or outside a workplace retirement plan — can be a lucrative employee benefit. Your compensation may include […]

Learn More

May 2021 Market Recap

By
Posted on June 8th, 2021

General market trends continued to hold in May as data pointed to a strong economy, with the US Purchasing Managers’ Indices for both manufacturing and […]

Learn More

April 2021 Market Recap

By
Posted on May 6th, 2021

April continued the streak of strong performance across most asset classes, with the S&P 500 clocking in at an 11.3% gain for the year.  While […]

Learn More

Growing Interest in Socially Responsible Investing

By
Posted on April 30th, 2021

U.S. assets invested in socially responsible strategies topped $17.1 trillion at the start of 2020, up 42% from two years earlier. Sustainable, responsible, and impact […]

Learn More

Real Estate for Income and Diversification

By
Posted on April 5th, 2021

An estimated 145 million Americans own real estate investment trusts (REITs) in their retirement accounts and other investment funds.1 The primary appeal of REITs is […]

Learn More

March 2021 Market Recap

By
Posted on April 5th, 2021

The gradual economic growth discussed last month showed signs of accelerating in March.  Employers hired more, with January and February’s employment gains of +545k being […]

Learn More