Articles, Market Commentary
& More

During periods of economic growth, it’s common to see an increase in margin account use. Bullish investors and real estate developers alike use margin to leverage immediate liquidity at a more favorable rate than personal loans. But at what cost?

Small businesses in some states are facing a fast-approaching deadline to offer retirement savings plans to their employees or face stiff fines. Companies already offering 401(k)s to their employees are generally exempt. Do such state-mandated plans apply to your business?

The main thing that millennials sacrifice if they don’t start saving now is time. Time in the market can help savings grow through compounding in the long term.

If you’re in your 20s and saving for a long-term goal like retirement, now is an excellent time to start investing your savings into the market.

A divorce may be one of the most expensive events of your life, yet few people consider working with a financial advisor as part of the process. Having an advisor in your corner can help you avoid costly financial mistakes and return to a place of financial security once the divorce is finalized.

An unexpected financial windfall is undeniably thrilling, but you’ll need to handle it wisely to maximize its benefits. Here are some insightful suggestions for making the most of a surprise bonus.

One of the keys to building a healthy and sustainable retirement savings plan is to take full advantage of an employer-sponsored retirement account. Here are several factors to consider when reviewing your retirement plan options.

After you are gifted or inherit securities, it’s common to wonder whether you should sell or hold on to them. There’s a tax aspect of the decision, but you might also feel sentimental about the holdings.

Ever wondered about your lifespan? It’s not a usual party topic, but for financial advisors, it’s a daily concern. Planning for life expectancy is vital in financial matters.

Altering a 40-year habit is challenging. Confidently flipping the switch from saving to spending to support the life you’ve earned requires regularly consulting your numbers so you can make educated and rational decisions.

Many of us worry about our aging parents, and with good reason. Unfortunately, seniors can be easy targets for financial scams. The good news is there are steps you can take to help protect your loved ones.

The Federal Open Market Committee concluded its July meeting and announced a 0.25% rate hike. This sets the target for the federal funds rate between 5.25% and 5.50%. The pause we witnessed in June was likely just a brief respite, and the end of it did not come as a surprise to many investors.