Why Now is a Good Time for a Risk Tolerance Assessment

risk tolerance

When the S&P 500 plunged by 34% back in March as the economic damage of the coronavirus pandemic started to become apparent, few people could have imagined what would happen next. In less than five months, the broad stock market index reversed course a reached a new record close. The reversal of the tech-heavy Nasdaq […]

Is the Coronavirus Pandemic Affecting Your College Savings Plans?

college savings

The coronavirus pandemic has upended the school year for millions of families and students all across the country. In some districts, school is being offered online only while others are offering families the option of virtual or in-person classes.  The pandemic has also thrown a major wrench into many families’ college savings plans. About two-thirds […]

U.S. Economy Enters Recession — But What Does This Mean?


The longest economic expansion in U.S. history officially ended when the National Bureau of Economic Research (NEBR) recently uttered the dreaded “R” word — officially declaring that we’ve entered a recession. According to NEBR, the 128-month expansion peaked in February and the economy has been sliding into recession ever since. Of course, the current recession […]

What is Sequence of Returns Risk — and How Can You Plan for It?


Like many people, you may be saving diligently for retirement by contributing regularly to a retirement savings account like a 401(k) or IRA. This is a great way to help ensure that you have a financially comfortable retirement. However, there’s a hidden risk to a financially secure retirement that many people aren’t aware of. It’s […]