The market has rallied over 25% since last October. The S&P 500, Dow Jones Industrial Average, and Nasdaq composite have been trading around new 52-week highs.
In theory, this means we've entered a new bull market. However, many people simply don't
We talk with folks daily about what they want their investments to do for them during retirement. Many presume their time horizon ends at retirement, rather than stretching over an entire lifetime or beyond, depending on their spouse's age,
Long-term risk. This refers to the ongoing challenge we always have as investors.
It's not what most folks like to hear, but understanding and accepting that there is no way you can control the markets-or your investments-is
When it comes to gifting assets to future generations, many families are rightfully concerned about the potential tax effect. In other words, how and when should they pass down their assets to ensure that the greatest amount possible actually gets to
Arriving at your retirement date with no real idea as to how you'll be able to live without that regular paycheck is not a good strategy. Consider using the following guidelines to help create your retirement roadmap.
Whether you're already retired or it's moving closer to reality for you, there are some things you should consider when managing your investments.
Up until retirement, you simply accumulate assets. You get paid and a portion goes to your retirement
Last time we had a bad market was almost 15 years ago. And here we are again.
The year 2022 may be known for more than just the size of the losses in the stock market. According to Morningstar, this may be the first time that all 20 types of taxable bond
Capital One Group recently surveyed 1,005 adults for its Financial Freedom Study. In the questions regarding retirement issues, the responses suggest that, apparently, it's not a major thing for most pre-retirees. Here's some of what they found.