Financial

Traditional definitions of financial wellness focus on the economic aspects of a person’s life. This focus points to possessing enough material wealth to withstand any …

As this magazine issue goes to publication, there is an interesting phenomenon going on with financial markets. In short, they are in a downward spiral …

While losses in a 60/40 portfolio are not unusual, losses in stocks and bonds simultaneously are unusual (60% stocks, 40% bonds). Since 1928, with a …

Investing seems easy when markets rally and are generally calm. But markets don’t just move up or in a single direction. Markets gyrate and create …

The past couple of years reminded us of what’s really important in our lives—like how we cherish the people closest to us, especially our families. …

Behavioral science tells us current events have a greater impact on our perception and decisions than the past. In 2022, investors are faced with extreme …

Things change. You refinanced your home, changed credit cards, moved, and bought and leased cars. Now, things are moving at a pace that is unreal. …

James B. Stockdale stated in a speech in 1981 that from his horrific eight-year experience as a prisoner of war—extreme conditions of internment, torture, and …

No one likes to think about needing help doing things, like dressing, bathing, eating…the kind of helpsomeone you know is likely needing and getting right …

Have you ever wondered who in Washington, DC, makes decisions that affect our daily financial lives? We know that Congress is actively passing legislation, known …

Most people spend a lifetime accumulating wealth through various means, whether it be real estate, investments, or closely owned businesses and even collectibles. They want …