Should You Buy Long-Term Care Insurance?
Personal Planning 06/04/2025

According to LongTermCare.gov, nearly 70% of those age 65 and over will require long-term care at some point in their lives. This includes care at home (paid and unpaid) as well as at nursing and..

June Insights: The Missing Ingredient
Perspectives 06/04/2025

The Missing Ingredient “Security Analysis” by Benjamin Graham and David Dodd was published in 1934. It is the bible of investment management and, one could argue, of the entire field of what we..

Will AI Finally Give Stock Forecasters an Accurate Look into the Future?
Personal Planning 05/28/2025

If intensive computer analysis of stock market data has allowed short-term investors to beat some benchmark indexes some of the time, shouldn't the added sophistication of artificial intelligence..

Life Expectancy Affects Your Retirement Plan
Financial Wellness 05/21/2025

In some ways, planning for retirement is abstract. You talk about things like dreams, goals, and second chapters. But in other ways, it's just simple math. You're going to need X amount of dollars..

The Five Stages of Retirement
Personal Planning 05/21/2025

Even if you've never heard of Elisabeth Kübler-Ross, you're probably familiar with her Five Stages of Grief.1 These are phases that we naturally go through after experiencing a significant loss..

Six Keys to More Successful Investing
Financial Wellness 05/14/2025

A successful investor maximizes gain and minimizes loss. Though there can be no guarantee that any investment strategy will be successful, and all investing involves risk, including the possible loss..

Conventional Wisdom
Financial Wellness 05/07/2025

Every May, new graduates cross the stages of universities across the Nation. The latest graduates begin a new phase of financial independence. As has always been the case, graduates will face an array..

May Insights: Good Judgment
Perspectives 05/07/2025

Good Judgment My wife and I went to Scotland for our honeymoon. One evening in a pub in Edinburgh, we noticed a plaque on the wall beside our table with a quote I will never forget: “Good judgment..

Loud Budgeting: It's OK to Share Your Goals
Personal Planning 04/23/2025

Money comes with a lot of emotional baggage. Especially if you’ve ever been painfully aware of your lack of it. Unless you grew up in a wealthy family, you probably have a few stories of financial..