The Case for Cash
We’ve all heard the saying “cash is king,” but what does that mean in a low interest rate environment? Financial advisor Chris Ruedi looks at how cash can be used in a portfolio and examines how much is enough to have on hand.
Rebuilding Your Company After the Pandemic
As 2020 draws to a close, this may be a good time to re-evaluate your business strategy. John Ruedi suggests several questions business owners can ask themselves as the pandemic continues.
MarketWise: November 2020
Amid election uncertainty and rising daily COVID cases, broadly, risk assets paused in October. Reversing recent trends, U.S. small value stocks led the way from a return perspective.
Tips for Estate Planning in a Pandemic
We recently hosted a webinar sharing guidelines for estate planning during this pandemic. Given the popularity of the event, we’ve summarized the top takeaways.
Estate Planning in the New Normal | On-Demand Video
Hear the latest guidance and tips from professionals who navigate estate planning challenges with families every day.
MarketWise: October 2020
Will the winners of November’s U.S. elections influence future stock market returns? Or should investors cut off the mic on the political talk over the next month? Investment perspective about politics, asset class performance, re-openings, and more in this month’s MarketWise.
Avoid Wall Street’s Siren Songs: A Valuable Lesson from the Greek Hero Odysseus
Although the story about the Greek hero Odysseus was written long ago, it has valuable lessons about the markets. Find out more in this blog post by Ed Cruickshank.
Incapacity Planning During the Time of COVID
In today’s environment, it’s critical to make sure that the health care directives in your estate plan are up-to-date and complete. Dom Parillo talks about your power of attorney for health care and why it’s important.
MarketWise: September 2020
The market continued back to new all-time highs in August, but economic data points show the recovery not yet in full force. More in September’s MarketWise.
Behavioral Finance: Does it Play a Role in Investors’ Decisions
Financial advisor Chris Ruedi discusses the impact of behavioral finance and the steps to minimize the impact on financial portfolios.
Are You Ready for Retirement?
Do you worry about having “bad timing” when planning your retirement? Theresa Harezlak talks about her experiences with clients and how to know if you are emotionally and financially ready to transition.
Benefits of Rolling Over Your 401(K) to an IRA
Financial advisor Kevin Kingston outlines the potential benefits to consider in rolling over a 401(k) when retiring or leaving a job.