There is a growing popularity among individuals to broaden their investment strategy beyond conventional allocations and investment styles. Some see sector investing as a way to seek new opportunities for enhanced portfolio performance.
Financial Planning
Understanding Extended Care
Addressing the potential risks of extended-term care expenses may be one of the biggest financial challenges for individuals who are developing a retirement strategy.
December 2, 2024 Weekly Market Insights
Stocks posted solid gains over a short and busy holiday week as investors parsed fresh economic data, comments on potential future trade policy, and a few Q3 reports from technology companies.
Medicare Advantage 101
Medicare Advantage, sometimes known as “Part C,” is something of a catch-all choice for those who are ready to sign up for Medicare. Medicare Advantage plans are offered by private insurers in conjunction with the Medicare program, and can provide you with additional health insurance coverage.
The Cost of Medical Care
When uninsured people end up in the hospital, “sticker shock” can follow.
November 18, 2024 Weekly Market Insights
Stocks fell last week as the postelection rally lost momentum amid an inflation uptick and cautious comments from Fed officials.
Understanding Qualified Charitable Distributions
As you build your legacy, considering how to leverage your charitable contributions can be a fulfilling endeavor.
Inflation & Your Money
Inflation is defined as an upward movement in the average level of prices.
November 4, 2024 Weekly Market Insights
Stocks slid last week as mixed economic data and strong-but-not spectacular Q3 corporate reports failed to inspire investors.
Four Steps to Valuing an Estate
Determining the value of an estate is a fundamental first step in estate management and a critical requirement for settling a decedent’s estate.