Articles, Market Commentary
& More

While liquidity exists on a spectrum and can be viewed through a variety of lenses, in short it simply represents the ability to turn an asset into cash or cash into an asset.

For those who are already retired and enrolled in Medicare or who are approaching enrollment, you should be aware of how the monthly Medicare Part B and Part D premiums are determined. If you’re already on Medicare, you are probably accustomed to paying your monthly premiums, but have you considered where these amounts came from?

Are you still paying premiums for life insurance? If so, are you sure you still need to? That might seem like a funny question if you’ve carried life insurance for a long time. However, you may not need that insurance policy anymore. It’s a question worth evaluating.

After years of focusing on saving as much as possible, in retirement you’ll need to switch gears and start recreating a paycheck with your savings. Cracking into your nest egg in a tax- and risk-efficient manner while reinvesting enough to support the rest of your life can be a complex and challenging topic.

Many things have shifted since the pandemic – not the least of which is our financial footing and future plans. Some of those plans may include our primary residence – whether to keep or sell it as we work through life transitions such as retirement or a health situation.

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.