Kiplinger's Article: Do-It-Yourself Index Funds: A Smarter Way to Own the Index?
Index funds are easy, but when you buy them you are giving up your chance to take an important tax break. Here's how to create a better index fund.
Understanding Buffered Structured Notes - Capturing some upside without all the downside
Buffer notes are a way to invest for some upside while limiting your downside. Do they make sense? What are the disadvantages? Here's what you need to know.
5 Bear Market Lessons Learned from 20 Years as a Financial Adviser
When stock markets are tanking, jumping, shaking and diving, here's what works for investors and retirement savers, and what doesn't.
Summary of Coronavirus Aid, Relief, and Economic Security (CARES) Act
President Trump signed into law the $2.2 trillion spending bill known as the “Coronavirus Aid, Relief and Economic Security (“CARES”) Act to support the economy during the pandemic. Here are the highlights.
Stock Market Insights - This is a Test in Staying the Course
With equity indices now crossing into bear market territory, it's easy to get anxious seeing your account balance rise and fall. Here's some perspective from past market crashes.
The Stock Market is Panicking - What Should You Do?
Global stock markets are roiling over the coronavirus. What should you do?