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 Value of Insuring Against Life’s Risks
Building wealth requires protection from the forces of wealth destruction.
Understanding Homeowner’s Insurance
Purchasing homeowners insurance is critical for protecting your home.
Earnings for All Seasons
Earnings season can move markets. What is it and why is it important?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
How literate are you when it comes to your finances? Brush up with these five basics.
If you find it hard to attain personal life goals, there’s an app for that!
The tax rules governing profits you realize from the sale of your home have changed in recent years.
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
What’s the deal with your yearly free credit report?
Estimate your monthly and annual income from various IRA types.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator helps estimate your federal estate tax liability.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
That big list of dreams and goals isn't the only way to look at your bucket list.
Learn how to harness the power of compound interest for your investments.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Have you found yourself suddenly single? Here are 3 steps to take right now.
What does your home really cost?
Around the country, attitudes about retirement are shifting.