Learn about the difference between bulls and bears—markets, that is!
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
This short video illustrates why knowing when to retire can be a crucial part of your strategy.
Every so often, you’ll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
A couple become Retirement Plan Detectives, searching records from old employers.
A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.
Want to do more with your wealth? You might want to consider creating a charitable foundation.
Doing your research is key before buying a vacation home.
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
Learn about what risk tolerance really means in this helpful and insightful video.
When you retire, how will you treat your next chapter?
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
For women, retirement strategy is a long race. It’s helpful to know the route.
When markets shift, experienced investors stick to their strategy.
Do you know how to set up your financial goals for success? This knight does.
Here’s a quick guide to checking to see if you have unclaimed money.
How does your ideal retirement differ from reality, and what can we do to better align the two?
When should you take your Social Security benefit?
Here’s a crash course on saving for college.
Check out this video to begin separating fact from fiction.
All about how missing the best market days (or the worst!) might affect your portfolio.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
A special needs trust helps care for a special needs child when you’re gone.
It’s never a bad time to speak with your financial professional about changes in your situation.
Around the country, attitudes about retirement are shifting.
You’ve made investments your whole life. Work with us to help make the most of them.
Making the most of surprises is a great reason to work with us.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Agent Jane Bond is on the case, cracking the code on bonds.
Here is a quick history of the Federal Reserve and an overview of what it does.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Even low inflation rates can pose a threat to investment returns.
What if instead of buying that vacation home, you invested the money?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
It's easy to let investments accumulate like old receipts in a junk drawer.
Have you found yourself suddenly single? Here are 3 steps to take right now.
What are your options for investing in emerging markets?
Investors seeking world investments can choose between global and international funds. What's the difference?
How will you weather the ups and downs of the business cycle?
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
If you died, what would happen to your email archives, social profiles and online accounts?
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Savvy investors take the time to separate emotion from fact.
Learn how to harness the power of compound interest for your investments.
There are thousands of ETFs available. Should you invest in them?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
There are three things to consider before dipping into retirement savings to pay for college.
When do you need a will? The answer is easy: Right Now.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
$1 million in a diversified portfolio could help finance part of your retirement.
Here are five facts about Social Security that might surprise you.
The decision whether to buy or rent a home may have long-term implications.
What does your home really cost?
Have you explored all your options when it comes to managing your taxable income?
Estate conservation is too important to put off. Do you have a smart exit strategy?
There’s an alarming difference between perception and reality for current and future retirees.
Understanding the cycle of investing may help you avoid easy pitfalls.
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation. This material was developed and produced by FMG, LLC, to provide information on a topic that may be of interest. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.