Category
When Should Young Adults Start Investing for Retirement?
By Mark FisselPosted on December 2nd, 2022
As young adults embark on their first real job, get married, or start a family, retirement might be the last thing on their minds. Even […]
Learn MoreRetirement Savings in a Volatile Market
By Mark FisselPosted 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 MoreInflation Protection for Investment Dollars
By Mark FisselPosted 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 MoreDiversifying Your Portfolio with International Flair
By Mark FisselPosted 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 MoreP/E Ratios Offer Multiple Perspectives on Value
By Mark FisselPosted 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 MoreCompany Stock and Your Retirement Strategy
By Mark FisselPosted 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 MoreMay 2021 Market Recap
By Clint EdgingtonPosted 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 MoreApril 2021 Market Recap
By Clint EdgingtonPosted 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 MoreGrowing Interest in Socially Responsible Investing
By Mark FisselPosted 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 MoreReal Estate for Income and Diversification
By Mark FisselPosted 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 […]
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