Posted 2 weeks Ago
Correctly Interpreting Market Corrections
Correctly Interpreting Market Corrections

The stock market is full of various terminologies, some of which make more sense than others. One particular title I have never really ... More

173
Posted 1 month Ago
Women are less prepared to retire than men — and what to do about it
Women are less prepared to retire than men — and what to do about it

Why It Matters: Women tend to start saving later, have lower earning potential, and have overall less savings than men. Women also tend ... More

25
Posted 2 months Ago
Talking About a Pay Raise
Talking About a Pay Raise

  Why It Matters: A salary increase is the perfect time to help clients reassess budgets and goals. Help set priorities, focusing ... More

210
Posted 2 months Ago
What’s in a Number? Nasdaq Hits 6,000
What’s in a Number? Nasdaq Hits 6,000

Why It Matters: The Nasdaq composite has closed above the 6,000 mark for the first time in history. The Nasdaq is an electronic stock ... More

390
Posted 2 months Ago
Social Security: Working After Claiming Benefits
Social Security: Working After Claiming Benefits

Why it matters: Clients may not know working while collecting Social Security (at some ages) comes with a cost. But they may later ... More

722
Posted 2 months Ago
In The News: Rising Interest Rates
In The News: Rising Interest Rates

Why it matters: After years of low interest rates, the Federal Reserve Board has been raising rates. Clients (especially those addicted ... More

250
Posted 2 months Ago
Economic Agenda Timing Hits a Snag
Economic Agenda Timing Hits a Snag

Why It Matters: The so-called “Trump Trade” momentum appears to have hit a snag. Transamerica Asset Management, CIO Tom Wald expects ... More

249
Posted 2 months Ago
Stanford Center: Financial Professionals, We Need You
Stanford Center: Financial Professionals, We Need You

Why it matters: The simple days of go to work, earn a pension, and retire with money to spend appear to be at an end. Your clients may ... More

337
Posted 2 months Ago
Not Everyone Can Work as Long as Warren Buffett
Not Everyone Can Work as Long as Warren Buffett

Why It Matters: Hoping to work way past the average retirement age isn’t a plan. Even those in white-collar jobs are sometimes ... More

264
Posted 8 months Ago
Priorities for the New President and Congress
Priorities for the New President and Congress

What do our longer lifespans have to do with the upcoming election?  Plenty. Every day, more Americans will reach their 100th birthday. ... More

858
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