
Investing During a Bear Market
Lately, financial pundits seem to be constantly warning that a bear market is coming, arguing over whether one has begun or predicting when one will

Smart Ways to Save for Your Child’s Education
If you’re a parent, the start of a new school year may have you considering how much you’re able to set aside for your child’s

Understanding the Charitable Remainder Trust
The charitable remainder trust (CRT) is a popular retirement- and estate-planning tool. It can be a convenient way to create a stream of lifetime income

The Sequence of Returns Risk in Retirement
Markets go up and down in ways that are not entirely predictable. For long-term investors, what the market is doing in the present isn’t that

An Introduction to Bond Ladders
Bonds play an important role in a diverse investment portfolio. As fixed-income securities, they can provide a stable return until they mature. As with any

How to Weather a Market Correction
Sometimes stock prices drop across the entire market at once triggered by a range of things, such as a natural disaster, political turmoil, concerns over

It’s Time to Have “The Estate Plan Talk”
Talking with loved ones about estate planning and inheritance can be challenging, especially as it centers around two taboo topics – money and death. But

How Women Can Overcome Obstacles to Retirement
Retirement planning requires forethought, discipline, and the juggling of many moving parts. Staying on track to meet financial goals can be tricky for anyone, but

Why Investors Should Avoid Overconcentration
A concentrated position in a single stock can happen to investors for many reasons. They may receive company stock as part of their employee compensation