Your Year-End Financial Checklist

  • November 21, 2017

The end of a year makes us think about last-minute things we need to address and good habits we want to start keeping. To that end, here are seven aspects of your financial life to think about as this year…

Key Questions for the Long-Term Investor

  • November 14, 2017

Whether you’ve been investing for decades or are just getting started, at some point on your investment journey you’ll likely ask yourself some of the questions below. Trying to answer these questions may be intimidating, but know that you’re not…

Enjoy the Rally, But Prepare for the Retreat

  • October 30, 2017

Investors may be lulled into a false sense of security by this market. Will the current bull market run for another year? How about another two or three years? Some investors will confidently say “yes” to both questions. Optimism abounds…

The Uncommon Average

  • October 26, 2017

The US stock market has delivered an average annual return of around 10% since 1926.[1] But short-term results may vary, and in any given period stock returns can be positive, negative, or flat. When setting expectations, it’s helpful to see…

The Pros & Cons of Roth IRA Conversions

  • October 18, 2017

If you own a traditional IRA, perhaps you have thought about converting it to a Roth IRA. Going Roth makes sense for some traditional IRA owners, but not all. Why go Roth? There is an assumption behind every Roth IRA…

Avoiding the Cybercrooks

  • September 18, 2017

Imagine finding out that your computer has been hacked. The hackers leave you a message: if you want your data back, you must pay them $300 in bitcoin. This was what happened to hundreds of thousands of PC users in…

Preventing a Debit Card Hack

  • August 7, 2017

Debit card data theft has surged lately. According to FICO’s Card Alert Service, the number of businesses or ATM locations where debit cards were hacked rose 26% from 2015 to 2016. Additionally, the number of compromised cards has steadily risen…