When investing, particularly for long-term goals, there are two concepts you will likely hear about…

Key Dates/Data Releases 8/1: Personal income and outlays, PMI Manufacturing Index, ISM Manufacturing Index 8/3:…

Social Security and Medicare Trustees Reports: Financial Challenges Continue Every year, the Trustees of the…

Doubt is not a pleasant condition, but certainty is an absurd one.—Voltaire “The market hates…

 On January 20, 2017, Donald J. Trump will be sworn in as the 45th president…

With the holiday season upon us and the end of the year approaching, we pause…

If you plan to claim a federal income tax deduction for qualifying charitable contributions, it’s…

On November 8, 2016, Republican candidate Donald J. Trump won a closely contested election for…

The holidays have always been a popular time to make charitable donations and this year,…

In 1958, economist Leonard Read published an essay entitled “I, Pencil: My Family Tree as…

Having a financial safety net in place can ensure that you’re protected when a financial…

How much annual income will you need in retirement? If you aren’t able to answer…

The question is actually more complicated than it first appears, because it demands consideration on…

What is the Medicare open enrollment period? The Medicare open enrollment period is the time…

If you’re a decade or so away from retirement, you’ve probably spent at least some…

S&P Dow Jones Indices and MSCI recently moved publicly traded equity real estate investment trusts…

In recent weeks, the world’s markets and media financial pages have focused intensely on the standoff…

As life expectancies increase, longevity risk–the risk of outliving retirement savings–is a concern for a…

Each year in its annual Retirement Confidence Survey, the Employee Benefit Research Institute reiterates that…

During your working years, you’ve probably set aside funds in retirement accounts such as IRAs,…