Resources and Stories for Real People
Our financial blog offers valuable information on wealth planning and investment management and provides perspectives on how to communicate more effectively and get organized when it comes to finances.
3 Storylines Behind the Market in 2023
Broad U.S. stock market returns in 2023 offer welcome news for investors at the surface. As measured by the Russell 3000® Index, the U.S. market was up nearly 9% at the end of May — well above the market’s long-term average monthly return of about 1%. Yet, this masks several
Tripped Up by the ‘Money Illusion’
In a 1974 episode of the TV sitcom “All in the Family,” Archie Bunker gleefully tells his wife Edith, daughter Gloria and son-in-law Michael about his union’s labor settlement in a time of high inflation. Edith: “Archie, did you get a good raise?” Archie: “Edith, a three-year contract with 15%.”
Don’t Let Ominous Economic Signs Deter You From Stocks
Investing in the stock market can be a bit like an emotional rollercoaster, and sometimes it’s difficult to know what to make of financial news, economic indicators, and more. We’re sharing the below graphic and explanation with you because it shows that, though there may be some negative indicators at
We explore why taking a rigid approach versus a flexible approach is more effective when planning, pursuing and attaining goals.
Where the U.S. Dollar Stands as a Reserve Currency
Despite claims to the contrary, we find there's scant evidence of any currency having gained meaningful ground on the dollar as a preferred reserve currency or on broader measures of usage.
Take It to the Bank
We break down the role that banks play in our economy and show how recent bank failures impacted market volatility.
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The Millionaire Within
Intelligent financial decision-making is not about money. It’s about emotions, behavior, and unleashing the power that lies within you.
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