We are currently experiencing the fallout due to the spread of the COVID‑19 coronavirus worldwide, including here in the United States. It’s a perfect example of an unanticipated disruption that…

Markets plunged last week over fears of the coronavirus “jumping” across China’s borders. The rapid spread has now affected our economy. With new cases confirmed in Italy, South Korea, and…

This is an interesting topic because the concept of efficient markets rests on the belief that investors behave rationally – buying when prices are low and selling when they are…

The “Setting Every Community Up for Retirement Enhancement” (SECURE Act) legislation was signed at the end of December 2019 and is effective January 2020. The SECURE Act puts into place several changes…

Money has become easier to borrow thanks to the federal government slashing interest rates three meetings in a row. Lower rates make it cheaper for households and businesses to borrow…

47% of Americans between the ages of 40 and 59 have children young enough to live at home and parents old enough to need caregiving aid.1 Economists have dubbed this…

One of the biggest concerns we hear about retirement is running out of money. This is understandable because we don’t know how long we will live, what our future costs…

During the economic decline of the recession many households struggled, with the loss of income people stopped investing for college and retirement. This means many of the children from that…

Overview Baby boomers, the demographic born between 1946 and 1964, are the wealthiest generation in history. As they continue to age, a major wealth transfer is expected as they pass…

Overview Up until 1973, the value of the U.S. dollar was determined by the Bretton Woods international monetary system. After 1973, the federal government decided to base the value of…

There are several ways to save money for retirement while you are working. Here are a few tips on what to be aware of when it comes to your retirement…

By the end of 2018, not one of the eight asset categories tracked by Ned Davis Research was on track to post a return greater than 5 percent. Since it’s…