SPOTLIGHT -
Over time, markets have proved positive and resilient
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Are there alternative opportunities in volatile markets?
Financial experts point out that what you don’t know you don’t know can hinder you.
Long-term care: What you don’t know can hurt you
No one should ever have to choose between quality health care and preserving money, especially for those we love or for ourselves.
The sword and shield of investing
There are strategies you can implement to protect part of your portfolio against downside moves. This is like having a sword in one hand and a shield in the other.
Ten steps for planning your retirement cash flow
One of the most stressful aspects of retirement can be transitioning from earning income to relying upon investments and other possible income sources to meet income needs.
Planning for a retirement from ophthalmology: Concept vs reality
Goal-based retirement planning is different from longevity planning.
What can we learn from COVID-19?
What we've learned from the commonalities of financial aspirations, fears
Breathing through COVID-19: First-hand account in protecting one’s health, finances
COVID-19 ‘wake-up’ call: Unexpected advice for happiness from a wealth counselor
Why market timing cannot beat a disciplined strategy
If investors are not in the market when it begins to move up again, they may miss a large gain. It is virtually impossible to accurately enter at the top or bottom of the market, especially consistently.