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Managing Your Investments with Your Financial Plan
Wealth Management 01/01/2025
New Year, new goals. What is your big, bold goal for retirement? And what legacy do you want to leave behind? These are some of the key questions one of our advisors might ask when they are getting...
Favorable tax treatment is one of the main reasons for buying an annuity. But what exactly are the tax benefits? And are there any drawbacks? It’s important to know the answers to these questions...
In 1997 William Strauss and Neil Howe published The Fourth Turning: An American Prophecy. The premise of this fascinating book is that American history has gone through a cycle of recurring...
More than 40 years ago, if you had made a list of the most influential investors in America, Peter Lynch would have been near the top. From 1977 to 1990 he ran Fidelity's Magellan Fund, and during...
Americans, on average, estimate that they would need to make $233,000 per year to feel "financially comfortable" or "secure with their finances." And to be rich and achieve financial freedom, they...
The new Bitcoin ETFs (Exchange Traded Funds) now make it possible to get exposure to the cryptocurrency by proxy through funds that are traded like stocks on various US Stock Exchanges. Previously,...
Late in 2022 the strategy team at Goldman Sachs Research released their forecast for the U.S. stock market in 2023.1 Based on what had happened the year before and on where the economy appeared to be...
You know how important it is to plan for your retirement, but where do you begin? One of your first steps should be to estimate how much income you’ll need to fund your retirement. That’s not as easy...
As a retirement savings plan participant, you know that setting an accumulation goal is an important part of your overall strategy. As with many of life’s toughest challenges, it may help to focus a...
Gauge your knowledge and find out how much you really know about your employer-sponsored retirement savings plan. If you’re like many people, you have many ideas about how your plan works, which may...
