facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog external search brokercheck brokercheck Play Pause

Publications,
Insights & News

%POST_TITLE% Thumbnail

4 Easy Tricks to Avoid Getting Emotional About Your Investments

Whether you’re new to the stock market or a seasoned investor, it can be hard to keep your emotions in check. As you hear unsavory news about a company you’ve invested in, your first instinct may likely be to sell your shares. Yes, their stock may drop in the following days or weeks, but when it comes to the stock market - it’s important to think long term. Selling your stock now based on an emotional response could mean you miss out on significant earnings years or decades later down the line. Before you risk that chance, we have four easy tricks you can use to help avoid investing with your emotions.

Investment Retirement Funding Insights
%POST_TITLE% Thumbnail

Capital Gains & Your Taxes: A Brief (But Important!) Guide

Classic investments, like stocks, are not the only investments taxed by capital gains. Capital gains taxes can apply to any other property that acquires value over time. These taxes are calculated by subtracting the cost of the investment from the final selling price of said investment. This final amount is reported as capital gains. But, the final amount can be taxed at different rates depending on the investment type and total monetary gain.

Retirement Funding Insights
%POST_TITLE% Thumbnail

As the Coronavirus Continues, Avoid These 5 Retirement Mistakes

The COVID-19 pandemic hit hard in early 2020, and it continues to remain prevalent as we near the end of the year. Whether you’ve just recently retired, or it’s coming up in the next few years, it’s likely the virus has brought about some financial uncertainty regarding your readiness for retirement. Before making any sudden changes, it’s important to remain rational and avoid these five big retirement mistakes below.

Investment Retirement Funding Insights
%POST_TITLE% Thumbnail

Getting Married? 5 Financial Considerations to Discuss With Your Partner First

Between popping the question and saying “I do,” you and your partner have plenty to plan. And while it’s not as fun as cake tasting, you’ll want to sit down together and discuss the expectations you have about your future finances. According to a survey offered by Psychology Today, 27 percent of respondents found money to be the biggest stressor in their marriage.1 Having hard, truthful discussions about money beforehand can help lay the foundation for an honest and open financial relationship later down the line. As you prepare to tie the knot, take these five financial considerations into account first.

Investment Retirement Funding Insights
%POST_TITLE% Thumbnail

Retirement Planning Considerations for Couples With an Age Gap

Decisions surrounding retirement are rarely simple. This further becomes the case when there is an age gap between couples, resulting in differences in retirement dates, life expectancy, health and more. For couples of varying ages, traditional retirement advice may not be applicable. Their retirement fund will not only need to provide for one but two individuals encountering different stages in their lives and their careers. If there is an age gap between yourself and your spouse, here are a few considerations to take into account.

Retirement Funding Insights
%POST_TITLE% Thumbnail

Thinking About Income in Retirement? An Annuity Might Be the Way to Go

From setting aside a portion of your earnings each year to investing for a long-term horizon, saving for retirement is a fairly straightforward concept. Once you reach your retirement date and begin drawing income from your savings, however, things begin to feel more complex and, at times, uncertain. Annuities can provide longevity insurance by protecting against outliving your savings. Options include life annuities, providing an income stream throughout your retirement chapter, and joint annuities, providing both you and your spouse payments for the remainder of your lives.1 The first step is to determine whether an annuity is right for your lifestyle and circumstances.

Investment Retirement Funding Insights