investment planning

Video:Why Financial Advisors are Still Important

Roboadvisors are evolving, but they will never compete with a live person in determining how to invest your money.

 

 

Yes, Young Growing Families Can Save & Invest

Put yourself steps ahead of your peers. If you have a young, growing family, no doubt your to-do list is pretty long on any given day. Beyond today, you are probably working on another kind of to-do list for the long term. Where does “saving and investing” rank on that list?

How to Start Investing

If you’re interested in beginning to invest but are nervous, or simply don’t have a lot of money to invest, why not start slow?

There are a multitude of ways to get started without risking a lot of money in the process. If you have $1,000 and are ready to start investing, here are some ways to do so:

Earnings for All Seasons

While nature offers four seasons, Wall Street offers only one – four times a year. It’s called “earnings season,” and it can move the markets. So, what is earnings season, and why is it important?

It’s Never Too Late to Save

Retirement can sneak up on you.

Different Types of Mortgages

If you’re currently in the market for a home, it will speed up the process considerably if you’re familiar with the various mortgage options available. Finding a mortgage that suits your current financial needs can be challenging, but understanding the various types of mortgages available and their requirements can make the process less challenging.

Financial FAQs

Here are the answers to some of the most frequently asked financial questions.  

I’ve just started my first job.  Do I really have to start saving for retirement now?

A Recipe for Achieving Your Goals

Does thinking about investing leave a bad taste in your mouth? With all the jargon that gets tossed around — headwinds/tailwinds; beta versus smart beta; portfolio under‑ and over‑weightings; Brexit, Grexit and even Texit — investors are often left feeling like they have egg on their face when they try to make sense of it all.

Video: The Importance of Financial Goals

These are the obstacles we all face in trying to achieve our financial goals:

 
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