A Date With Destiny
December 28, 2022 Personal insights

For anyone searching for a simple, easy-to-understand investment strategy, target-date funds may be worth a look. A target-date fund is a mutual fund that invests with the assumption that investors will need to start withdrawing money from the fund at a specified time in the future. A professional fund manager monitors the fund and makes …
Stock Market Swing: Bull or Bear?
September 20, 2022 Personal insights

In the world of investing, the stock market has always been ruled by two very intimidating and unpredictable animals prone to emotional outbursts and a distrust of people, especially those wearing a red cape or carrying a pot of honey. This is the awesome power of bulls and bears. But when it comes to investing, there’s no reason to fear them. …
Interest Rate Hikes and Your Financial Goals
September 19, 2022

4 Ways Interest Rate Hikes Can Affect Your Finances – and How to Manage it Inflation is affecting many areas of our lives – whether you’re at the grocery store, a gas station, buying clothes online, hiring a contractor or doing almost anything that requires you to spend money. Earlier this year, the Federal Reserve started raising interest rates …
Retirement Plan Webinar
July 5, 2022 Personal insights

Understanding Uncertainty: Retirement Plan Webinar View Full Webinar Presentation All of us are surrounded by fear of risk. When the media discusses investments, so much is driven by what an investor could lose or gain. Some investments are marketed as growth, guaranteed, or safe. What is risk? What risks are relevant in your retirement plan? …
Nuts & Bolts of Your Investment Line-Up Webinar
July 5, 2022 Personal insights

The Nuts & Bolts of Your Investment Line-Up View Full Webinar Presentation When it comes to finances, you can’t fake it till you make it. Understanding the principles of investing, as well as how they work together, can help set you up for success to reach your financial goals, even if you’re just getting started. A workplace retirement …