While we’ve seen progress toward gender equality in recent years, women continue to face unique challenges that men typically don’t have to work to overcome. This is particularly true when it comes to planning for...
What Should You Do About Inflation and Stock Market Volatility?
After a three-year rally, the U.S. stock market has recently experienced some volatility and downward pressure. It’s always important to take a longer-term approach to market investments. In addition to the recent stock market volatility,...
Financial Markets: Moving Into 2022
At any given time, there is something in your portfolio outperforming expectations and something else that is underperforming. That is the way of investments. So, let’s talk about parts versus wholes. Humans engage in what...
5 Financial Best Practices for Year-End 2021
Believe it or not, another year has rounded third base and is dashing toward home plate. That said, there’s still time to make a few good plays in 2021 while positioning yourself to score more...
Estate Planning Awareness Month: Rethink These Estate Strategy Myths
Did you know that October is National Estate Planning Awareness Month? The importance of proper estate planning shouldn’t be understated, as it can be a lasting gift for your loved ones after your passing. The...
Financial Lessons We Can Learn From Olympic Athletes
For two weeks, people around the world watched the 2020 Tokyo Olympics, with over 10,000 athletes competing. As we watched our favorite summer sports, it was easy to see why athletes are viewed almost as...
Is Inflation Haunting Your Financial Dreams? Part 2: What You Can Do About It
We recently covered the recent uptick in inflation and what to make of it in a historical context. It’s important for investors to take a step back and look at the big picture before acting...
Required Minimum Distributions for 2021: Here’s What’s Changing
The CARES and SECURE Acts offered financial relief to American families during COVID-19. And though some of the benefits of these acts are no longer in effect, some of the rules became permanent in 2021....
5 Simple Strategies to Pay Off Dental School Debt
According to the American Student Dental Association, the average debt for a person receiving their DDS degree is about $300,000. That’s on par with debt levels from other professional degree programs like doctors and lawyers...
Is Inflation Haunting Your Financial Dreams? Part 1: What We Know
Has the specter of inflation got you spooked? Recent headlines are filled with sightings. In this two-part series, we’ll look at what to make of all the commentary and what you, as an investor, can...