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June 17, 2026 The Wrong North Star: Why Returns Shouldn't Lead Your Portfolio Strategy

Most investors with multi-layered wealth probably know their portfolio returns off the top of their heads. Far fewer can answer a more important …

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April 12, 2019 Overcoming the ‘Investing Gap’ for Women

Take a moment and think of the women in your life. Your mother? Your sister? Your partner or wife? Yourself? And if you were to ask each how they …

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March 30, 2019 The 4 Goes of International Travel

Think you’ll travel more once you retire? 70% of Americans say they will.1 In many (though certainly not all) ways, traveling today is easier than …

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March 15, 2019 3 Ways Tax Scammers Are Targeting You

3 ways tax scammers are targeting you Think you can tell a fake IRS notification from a real one? Don’t be too sure. Because while it can be easy to …

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March 08, 2019 I’ve saved a bunch of money. Are exotic investments better?

Reader’s Question: I’m 58 and I’ve saved a lot of money. I think maybe things like index funds are too simple for me. Should I start looking at more …

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February 22, 2019 Finding your Social Security ‘Sweet Spot’

Do you know exactly how Social Security is going to shape your future? If you don’t, you’re not alone. Social Security has become one of the most …

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February 15, 2019 4 Key Money Challenges for Women

If you’re a woman, or your partner is female, this edition of the Weekly Update is dedicated to you. That’s because the financial and retirement …

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February 08, 2019 The BIG 3 of Long Term Care

You can put it off and hope it won’t affect you. And maybe it won’t. But statistics say you’re probably going to need it. I’m talking about … ‘cue …

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February 01, 2019 4 Ways to Find Your Retirement Bliss

When it comes to your retirement, what are you most excited about? Which activity or pastime? While some people have no problem filling all the extra …

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January 18, 2019 4 Quick Money Saving Tax Tips

Over the course of your life, you might spend thousands of hours monitoring your investments and savings. But how much time do you spend on tax …

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January 11, 2019 2019 Investment Checkup

Your savings are your future. How you manage your money today impacts your quality of life tomorrow. When it comes to your approach to investing, of …

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