Five tips for “getting your house in order” When you read about money matters, you may see the phrase “getting your financial house in order.” What exactly does that mean? When your “financial house” is in order, it is built on a solid foundation. You have the...
Click here to read. Click here to watch. Our latest Market Commentary reflects on the second quarter’s tumultuous but ultimately rebounding economy. The U.S. consumer remains strong, supporting growth. And, trade policy shifts, geopolitical risks, and inflation could...
Four Tips for Documenting Proof Only 47% of Americans have completed home inventory, despite the fact that more than three million Americans were displaced by natural disasters in 2023.1, 2 It’s great to have insurance against damage and loss, but if you can’t show...
One of the most well-known investors of the 20th century, Benjamin Graham, said that “the investor’s chief problem—and even his worst enemy—is likely to be himself.” What Graham understood, and modern research is catching up to, is the idea that we all have emotions...
Get a head start with a Roth IRA, 529 plan or UGMA/UTMA account Download this article as a PDF here. College is expensive. Fortunately, there are savings options which you might consider for higher education expenses—your own, or those of children and grandchildren....
Do you have a will? A will enables you to specify who you want to inherit your property and other assets. A will also enables you to name a guardian for your minor children. Do you have healthcare documents in place? Healthcare documents spell out your wishes for...
