Weekly Market Update 9/18/2018

Treasury prices dropped moderately over the course of the week on increased supply of short-term debt. On Tuesday, an offering of short-term treasuries, which are most vulnerable to interest rate increases,

Weekly Market Update 9/12/2018

U.S. Treasury note yields rose early in the week as U.S. investors returned from Labor Day weekend to the ISM Manufacturing Index hitting a 14-year high of 61.3, easily beating

Behavioral Finance Offers Valuable Lessons

The field of Behavioral Finance is a relatively new one, combining a bit of psychology with economics and personal finance. Researchers in this field have dedicated their careers to understanding

Balancing Risk and Reward

All forms of investing carry at least some risk – much like life itself. For example, US securities are said to be some of the safer investments available, but nothing

Minding Your Taxes in Retirement

No one exactly looks forward to paying taxes, particularly income taxes. So, you might wonder why anyone would essentially pay their income taxes years ahead of retirement… And yet, that’s

Why Everyone Needs a Net Worth Statement

Those who are highly successful might also be the busiest, with the most responsibilities on their plates. You would think that earning a high income would also translate into excellent

5 Reasons Not to Make Assumptions About Retirement

Retirement is one of the biggest lifestyle changes most of us will ever make in our lifetimes. If you’ve accumulated significant assets and feel financially comfortable, you might assume that

The Potential Functions of a Cash-Value Life Insurance Plan

With so many types of life insurance on the market, it can be difficult to discern which type of policy is really the best fit for your situation. Some people

Safeguarding Your Retirement Assets

You’ve worked hard, and made a series of decisions throughout the years, that have helped you to accumulate adequate retirement assets to maintain your lifestyle for the next ten, twenty,