October 15, 2021

Q3 Markets Broke Records

What did markets do in the quarter that just ended? What can we expect in the months ahead? There are a few things to keep an eye on. We broke down what you need to know about markets and the economy into a five-minute read. Click here to see it! Want to learn more about what […]

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October 10, 2021

What You Need to Know About Q3

What do you need to know about how markets performed last quarter (and what could happen this quarter)? We broke down what you need to know about markets and the economy into a five-minute read. Click here to check it out. Though some fundamentals continue to look strong, there are some concerns ahead. Click here to […]

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October 7, 2021

Storms ahead? What you need to know

The stock market got a little crazy last week. Is a storm coming? Let's take a look at what's driving markets right now. (Scroll to the end if you just want my takeaways.) A few things are driving the market volatility: Fears of a financial crisis in China. China's overheated real estate bubble is starting […]

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September 23, 2021

Retired life has changed in 10 years (why that matters)

A lot can change in 10 years.  Retirement is no exception.  In fact, folks retiring today are facing a different-looking retirement than those who retired a mere decade ago.1 What’s changed? Many things. For one, today’s retirees are living longer.2 These days, the average life expectancy is ~79 years, and many folks live longer than […]

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September 15, 2021

What to do if you want to be happier in retirement

Should you expect life to be better in retirement? Not according to roughly 1 in 5 folks.1 They think their golden years are worse than they expected.1 And they’re feeling anxious, lonely, depressed, and isolated in retired life.2 But it doesn’t have to be that way. Not for folks who want to break the mold and […]

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September 9, 2021

Breaking the retirement mold?

What’s the best age to retire at? How do you know when it’s the right time to retire? We often spend a lot of time pondering those questions. And we tend to confine our thinking to the financial side of things.1 How much do we need to retire and how far will our money go […]

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July 28, 2021

How the Markets Performed Last Quarter

What do you need to know about how markets performed last quarter (and what could happen this quarter)? We broke down what you need to know about markets and the economy into a five-minute read. Click here to check it out. Keeping up with markets and the economy is a big part of my job, […]

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July 1, 2021

How Far Could $1 Million Go In Retirement?

What part of retirement is most exciting to you? Most people share similar dreams for retirement, and there’s a fascinating split between the genders.1 According to one study, women tend to look forward to spending time with their families and volunteering.  Have you thought about the costs you’ll need to cover in retirement? The good […]

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June 14, 2021

How long could $1 million last if you retired tomorrow?

A million dollars isn't what it used to be. Howard Hughes How true is that when it comes to your retirement nest egg? A cool $1 million is a still big chunk of change. But is it enough to cover today’s retirement expenses? Just how many years could your dream retirement last on $1 million? A big […]

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May 29, 2021

How $140B in crypto was lost while prices soared

What if you had a fortune you could never get your hands on? What if the only thing standing between you and your millions was a forgotten password? That’s a painful reality for some cryptocurrency owners. They can’t access their digital wallets because they can’t remember their passwords. And because cryptocurrency is encrypted, these passwords […]

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