The Snowball Effect
Save and invest, year after year, to put the full power of compounding on your side.
Dow Leads the Way on Wall Street #WEVU 8/20/18
In this week’s recap: households buy more but feel less upbeat about the near future, the Dow rises, and homebuilders start more projects.
NASDAQ Advances, S&P and Dow Retreat #WEVU 08/13/18
In this week's recap: core inflation reaches a 10-year peak, oil's losing streak continues, earnings impress, and Wall Street indices have a mixed week.
The Case for Women Working Past 65
Why striving to stay in the workforce a little longer may make financial sense.
Stocks Advance for a Fifth Straight Week #WEVU 08/06/18
In this week's recap: stocks continue their win streak despite a mediocre jobs report and dips for the ISM indices; household spending and confidence rise.
Stocks Pull Out of Correction Mode #WEVU 7/30/18
In this week's recap: impressive Q2 GDP reading, a consumer sentiment dip, a falloff in home buying, and the end of a long stock market correction.
Before You Claim Social Security
A few things you may want to think about before filing for benefits.
A Flat Week on Wall Street #WEVU 7/23/18
In this week’s recap: retail sales impress again, groundbreaking suddenly tails off, stocks tread water, and more tariffs might be in store for China.
Tariffs Take Effect, but Investors Focus on Fundamentals
In this week’s recap: impressive hiring, healthy service and factory sectors, the Fed’s view of the present and near future, and gains for equities.
Are Your Beneficiary Designations Up to Date?
Who should inherit your IRA or 401(k)? See that they do…
Retirement Questions that Have Nothing to Do with Money
Think about these matters before you leave work for the last time.
The Equifax Data Breach
Have you been affected? If so, how can you try to protect yourself?
How Will You Spend Your Retirement Savings?
Keep an eye on where it goes, as some destinations may be better than others.
Saving $1 Million for Retirement
How can you plan to do it? What kind of financial commitment will it take?
Your Year-End Financial Checklist
Seven aspects of your financial life to review as the year draws to a close.
End of the Year Money Moves (& 7 Questions You Should Know the Answers To)
Here are 7 questions you should ask yourself. Even if your 2016 has been relatively uneventful, the end of the year is still a good time to get cracking and see where you can plan to save some taxes and/or build a little more wealth.