Articles, Market Commentary
& More

Having a relationship with a trusted advisor can help you better understand the complexities of your financial life and make more measured and thoughtful decisions. But is it really worth it?

Valuing fine art can be tricky because artwork is a one-of-a-kind asset. Unlike stocks or currency, fine art requires more care to find its value. Its fair market value hinges on authenticity, market trends, its condition, and other factors.

Understanding how Social Security benefits work and how to integrate them into your retirement plan is essential to maximizing the lifetime value of your benefits.

Knowing how and when to tune out the noise of alarming stock market headlines can relieve anxiety and help you stay on the path to a better investment experience.

The simplest advice for dealing with market volatility is to acknowledge stock market corrections can’t be avoided, only endured. But like the doctor who recommends you take two aspirin, it’s not the type of treatment that will receive accolades in medical journals, but that doesn’t make it any less correct.

Choosing the right allocation for your portfolio is the most important decision an investor will make. It’s essential to have the right balance between earning enough return to meet your financial goals while only taking on as much risk as you can tolerate.

Are you thinking that 2022 might be the year you finally retire? It’s exciting to think about the possibilities, but how do you know you’re financially ready to pull the ripcord?

COVID-19 cases spiked to all-time highs, however, deaths and length of hospitalizations remained below last year’s peak. Meanwhile, inflation accelerated every month since September. Equity markets continued to climb as the S&P 500 achieved 70 all-time highs in 2021.

Last year, stocks went up and became less expensive at the same time. The S&P 500 finished the year up nearly 29% and its price-to-earnings ratio started the year at 29.9 and ended the year several points lower. If you’re wondering how this is possible, read on.

As you manage your finances, keeping benchmarks can help you stay on track. You may watch your credit score to measure how you’re doing financially. But there’s another number that can also help determine your financial health: your net worth.

Will the “Great Resignation” continue in 2022? It appears so. If you leave your current job before you accept a new one, make sure you’re financially prepared for a search that may last longer than expected.

It isn’t often we get good news from the IRS, but if you’re one of the many older Americans who must take a required minimum distribution (RMD) from your qualified retirement plan this year, your year just got off to a great start.