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Inheritance? Here’s Why Not to Pay Off Your Mortgage

Christie Whitney, CFP®

We all know the stories of famous athletes who go broke. And then there is the infamous “lottery curse,” where winners end up bankrupt a few short years after hitting the jackpot.

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More Americans own stocks. This is great for their financial future.

Christie Whitney, CFP®

For the first time since the stock market crash of 2008, consumer confidence with the stock market has returned. According to legendary Washington Post columnist, Michelle Singletary, investors have had a bumpy ride over the past decade. In the process, they have been rewarded with annual returns of approximately 12%.

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What Investors Should Know About Money-Market Funds and CDs

Scott Puritz

Investors should consider using cash-equivalent investments, such as money market funds or CDs, to make sure that your idle cash is generating attractive short-term gains.

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With the Odds on Their Side, They Still Couldn’t Beat the Market

Sonja Breeding CFP®, CCFC

The Rebalance tried-and-true adage remains the same, echoed by this NYTs columnist: it is nearly impossible to beat the stock market. The most prudent long-term investing strategy is to “own” the entire stock market through low-cost, broad exposure index funds.

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The 60-40 Investment Strategy Is Back After Tanking Last Year

Scott Puritz

With the perspective of time, the calls for the death of the 60%/40% investment strategy came too soon. The click-bait articles of 2022 did not deter the Rebalance long-term investors.

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What is the worst time to hire a financial adviser?

Mitch Tuchman Read more

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Inheritance? Here’s Why Not to Pay Off Your Mortgage

More Americans own stocks. This is great for their financial future.

What Investors Should Know About Money-Market Funds and CDs

With the Odds on Their Side, They Still Couldn’t Beat the Market

The 60-40 Investment Strategy Is Back After Tanking Last Year

What is the worst time to hire a financial adviser?

Curated Insights

What the 1920s Can Teach Us About the AI Revolution

The Point of Retirement? Enlightenment, or at Least Calm

Don’t Buy Into This Easy Fix for Stock-Market Craziness

What to Know About 529 Accounts Owned by Grandparents & the New FAFSA

Backdoor Roth IRAs Are Promising — and Perilous

Does the 4% Withdrawal Rule for Retirees Still Make Sense?

The High Price Retirees Pay for Collecting Social Security Too Early

Why Women Deserve A Better Retirement Savings Plan

Exceptional financial minds. Genuine listeners. Lifelong partners for wealth management.

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