Market Commentary: More New Highs and a Jobs Surprise
What a first half it was, as the S&P 500 was down close to 20% at the April lows and incredibly have come back to new highs already, one of the fastest recoveries ever.
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Planning Your Exit Strategy
When should you start planning your exit strategy? If you’re a business owner, your exit path should already be on your mind, no matter how far away it might be.
Can I Afford to Retire Early?
Wondering if the time is right to clock out once and for all? While the idea can seem tempting, you don’t want to be hasty. After all, getting back in the game is a lot harder than just staying in … and you don’t want to wind up drastically curtailing your lifestyle to avo …
Thinking About Retiring Early? 8 Things to Consider First
Tom Fridrich, JD, CLU, ChFC®, Senior Wealth Planner We’ve all asked ourselves whether it’s too early to retire (usually after a particularly challenging commute or dealing with a difficult client). You may have even gone so far as to take a sneak peek at your account statements …
What Are Index Funds?
It’s time to learn more about index funds. We’ll provide a definition, show you how index funds work, compare them with mutual funds, and explain how to invest in index funds.
Market Commentary: The February Hangover is Nearly Over
The past few weeks we’ve advised readers to be on the lookout for seasonal late February/early March weakness. After the 11th best start to a year ever as of Valentine’s Day, some sluggishness was expected. Well, stocks had their worst week of the year last week and are now down three weeks …
What Is an ETF
Curious about how to invest in ETFs? We’ll define what an exchange traded fund (or ETF) is and break down the differences between ETFs, index funds, and mutual funds.
