Publications, Insights & News

What captures the attention of investors, the media and the general public is often not what matters for portfolios, saving for retirement or achieving financial security. In the short run, events that involve individual stocks and market dislocations can be more interesting and seemingly more impactful than slow-moving economic progress. And yet, it is this slow smoldering growth, not a flash in the pan, that truly allows everyday investors to achieve financial freedom.

Benjamin Graham, often considered to be the father of value investing, drew a stark distinction between speculating and investing. Understanding the difference is important to developing a diversified portfolio that will help you achieve your long-term financial goals.

The U.S. is beginning to roll out the COVID-19 vaccine just days after it was approved by the FDA. Government officials estimate that 100 million Americans could be vaccinated by the early months of 2021. While this is very positive news, investors should continue to maintain realistic expectations and stay disciplined in the coming months.

The Social Security Administration announced a 2021 Cost of Living Increase of 1.3% on Oct. 13, 2020. Whether you’re currently working or enjoying retirement, here’s how you may be affected.

The stock market has fallen almost 10% since the beginning of September, so it is understandable that investors may be concerned by a possible market correction. However, in the long run, despite endless causes for concern, investors are usually rewarded for having the fortitude to stay invested.

Stocks have been up — but unemployment has also risen. Why is that? Here, we break down the major differences between the stock market and the economy.

With more free time recently, many people are looking to update their finances and important life documents. Here are four estate plan details you should focus on.

During retirement, your wealth needs to last for the rest of your life. Avoid paying more taxes than you need to by keeping these four tips in mind throughout the year.