September 8, 2020

What you should know about the change.

The Dow Jones Industrial Average (DJIA), one of the most widely followed stock market indices, has made some key changes to its starting lineup.

Salesforce.com, Amgen Inc., and Honeywell International Inc. have replaced Exxon Mobil...

August 24, 2020

Thanks to a couple of factors, some investors are thinking about this move before 2020 ends.

Roth IRAs have attracted retirement savers since their introduction in 1998. They offer the potential for tax-free retirement income, provided Internal Revenue Service rules are...

August 13, 2020

How do these investment approaches differ?

Ever heard the term “strategic investing”? How about “tactical investing”? At a glance, you might assume that both these phrases describe a similar investment approach. 

While each approach involves the periodic adjustment of a...

July 28, 2020

Investors may be eligible to “undo” certain retirement account withdrawals before September.

In March, the Coronavirus Aid, Relief, and Economic Security (CARES) Act became law. It was designed to help Americans impacted by the COVID-19 pandemic.1

The new law offered inv...

July 15, 2020

Exploring your extended care options may be wise at this time.

Given the threat of COVID-19, seniors today may be considering their extended care alternatives with extra caution.1

   

In addition to health factors, the cost can be an issue. According to Genworth...

July 1, 2020

Behaviors worth changing.

Do bad money habits constrain your financial progress? Many people fall into the same financial behavior patterns, year after year. If you sometimes succumb to these financial tendencies, now is as good a time as any to alter your behavior.

#1:...

June 16, 2020

A few things you may want to think about before filing for benefits.

Whether you want to leave work at 62, 67, or 72, claiming the retirement benefits you are entitled to by federal law is no casual decision. You will want to consider a few key factors first.

...

May 18, 2020

Should you withdraw and reinvest your retirement plan money while you are still on the job?

Did you know you might be able to take some or all of the money in your 401(k), 403(b), or 457 plan and roll it over into another type of retirement account? Were you aware that...

May 5, 2020

Confidence can quickly erode, but it can also quickly emerge.

Undeniably, spring 2020 has tried the patience of investors. An 11-year bull market ended. Key economic indicators went haywire. Household confidence was shaken. The Standard & Poor’s 500, the equity benchmar...

April 20, 2020


What you should know about them.

Individuals hold about $2.2 trillion in annuity contracts; a tidy sum considering an estimated $9.2 trillion is held in all types of IRAs.1

Annuity contracts are purchased from an insurance company. In exchange, the insurance company mak...

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