After a period of relative calm in the markets, in recent days the increase in volatility in the stock market has resulted in renewed anxiety for many investors.

From February 1–5, the US market (as measured by the Russell 3000 Index) fell almost...

The phrase “know thyself” has been around for centuries because it still rings true. Self-knowledge is a goal in every philosophy and religion in history, vital to every area of life, and finance is no exception.  Our instinct, our gut, leads us...

If we’ve been doing our job as your fiduciary advisor, you might already be able to guess what our take is on current market news: Unless your personal goals have changed, stay the course according to your personal plan.

There has been much discussion in the news recently about new nominal highs in stock indices like the Dow Jones Industrial Average and the S&P 500.

We've recently passed the 10-year anniversary of when the S&P 500 Index hit what was its highest point, in early October 2007, before losing more than half its value over the next year and a half during the global financial crisis.

Consequently,...

Life in the sandwich generation comes with its fair share of challenges and rewards. We began by discussing the difficulties of caring for your aging parents and then moved on to how you can help your adult children make their transition to...

As investors ring in the new year, some may see the occasional headline about the “January Indicator” or “January Barometer.”

This theory suggests that the price movement of the S&P 500 during the month of January may signal whether that index...

I remember begging my parents to take me to get my driver’s license when I turned 16. At my high school, pretty much everyone had their license by the time they graduated. It represented freedom for teenagers across the country.

Have you caught cryptocurrency fever, or are you at least wondering what it’s all about? Odds are, you hadn’t even heard the term until recently. Now, it seems as if everybody and their cousin are getting in on it.

One of the biggest questions that young people of any generation face is “what happens after high school?” Chances are your children have been counting down the days to the age they think will make them adult, but they most likely not have fully...