Financial Planning

What exactly is the “sequence of returns”? The phrase describes the yearly variation in an investment portfolio’s rate of return.

The stock market powered to record levels last week amid talk of Fed tapering and a deceleration in new Delta variant cases.

Social Security’s been a fact of retirement life ever since it was established in 1935.

Much is written about the classic financial mistakes that plague start-ups, family businesses, corporations, and charities.

Stocks turned lower last week amid the increasing probability of a Fed tapering, mixed economic data, and growing concerns about the economic impact of the Delta variant.

Despite not being as well known as some other retirement tools, annuities account for 7% of all assets earmarked for retirement.

While few may raise their hands, Americans regularly overpay because they fail to take tax deductions for which they are eligible.

Raising a child is expensive and can cost a quarter of a million dollars, not including college.

Looking past inflation figures and Delta variant trends, stocks last week found a way to climb higher and set fresh record highs in the process.

Retirement can have many meanings. For some, it will be a time to travel and spend time with family members.