Since 2002, the US has been in a long-term secular bear market that some have described as the lost decade. Although the US is still the largest economy on earth in GDP terms; chronic deficits, unsustainable debt, and the global banking crisis since 2008 have called into question the viability of the traditional "Buy, Hold, & Hope" investment philosophy. As we enter our second decade of low returns investors are demanding both a DEFENSIVE approach that protects on the downside while providing OFFENSIVE strategies for growth of their portfolios.
The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
The History of Retirement
Do you know where the idea of “retirement” comes from?
A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Tips to avoid checking in luggage on your next vacation.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
It's important to understand the pros and cons when considering a prepaid debit card.
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By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Protect yourself against the damage that your homeowners policy doesn’t cover.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
There’s an alarming difference between perception and reality for current and future retirees.
A bucket plan can help you be better prepared for a comfortable retirement.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Here’s a quick guide to checking to see if you have unclaimed money.
A special needs trust helps care for a special needs child when you’re gone.
Here’s a crash course on saving for college.