Fundamental Concepts for New Investors
Personal Planning 05/08/2024

Investing involves setting goals for the future and weighing the risks and potential rewards associated with a wide variety of investment opportunities. If you are a new investor, this might seem..

Investment Planning: The Basics
Financial Wellness 05/01/2024

Why do so many people never obtain the financial independence that they desire? Often it’s because they just don’t take that first step—getting started. Besides procrastination, other excuses people..

Charitable Giving
Wealth Management 04/24/2024

When developing your estate plan, you can do well by doing good. Leaving money to charity rewards you in many ways. It gives you a sense of personal satisfaction and can save you money in estate..

Understanding the Economy: It Depends Who is Doing the Measuring
Financial Wellness 04/17/2024

You see one headline that says, "Inflation Finally Under Control," followed by one that reads, "Banks Wary of Further Inflation." A news outlet announces, "Unemployment Near Record Low." Yet on the..

Keeping a Balanced View of Money
Financial Wellness 04/10/2024

The drive to acquire money can warp your values. Having a lot of it can blind you to key realities about yourself. And when you're obsessed with it, it can act as the yardstick by which you measure..

Don’t Let Emotions Get in the Way of Your Financial Plan
Wealth Management 04/03/2024

Taylor Tepper, a financial journalist for Forbes, writes that when the vast majority of us try to trade stocks for short term gain, we do a horrible job. "We sell them when we should buy," he says..

First Doesn’t Always Mean Winning
Financial Wellness 03/27/2024

According to the American Heritage Idioms Dictionary, William Camden was the first to record the saying, "The early bird gets the worm." He included it in his 1605 edition of English proverbs.1 Its..

How Do You Plan for a Future You Can't Accurately Predict?
Personal Planning 03/20/2024

In 1992 American political scientist Francis Fukuyama published The End of History and the Last Man. This highly regarded book declared that global politics had reached its final stage. Liberal (in..

Three Reasons Why the 60/40 Allocation can be a Good Starting Point
Wealth Management 03/13/2024

Many people have the misconception that the primary goal of investing is to make as much money as you can as fast as you can. Unfortunately, you can't just order up outsized returns like a delivery..