How Do Deferred Compensation Plans, Restricted Stock Units, & Stock Purchase Plans Affect Your Retirement?

Life doesn’t end after retirement. That is why having a solid plan set up is vital to spending your retirement in comfort.  Standard retirement plans like a 401(k) aren’t the only way to save money…


Am I Fully Informed About My Accounts?

If you aren’t a seasoned expert in the world of finance, but you still want to invest your money in the best way possible, hiring a financial planner is one of the smartest moves you can make. That…


Do Emerging Markets Warrant a Place in Your Investment Portfolio?

Emerging markets have been a popular discussion topic in the world of investing ever since the premise was introduced in the early 2000s. Their appeal is due to the fact that they’re a novel…


What Is DeFi and Do We Need It? 

The term DeFi, or decentralized finance, has become increasingly popular in the cryptocurrency community in the past several years. Many believe that DeFi can be a gamechanger for the global economy…


Inflation: What Causes It and What Can You Do To Protect Yourself? 

At the beginning of 2020, no one could say with certainty how much the pandemic would impact the economy. Now that 2021 is coming to a close, some of the effects of mass unemployment, global…


The Biggest Investment Ponzi Schemes of the Last 50 Years

  Ponzi schemes (named after Charles Ponzi) are a form of investment fraud in which newer investors’ money is used to provide returns to earlier clients that are unaware of the fraudulent…


What Are Hedge Funds, And Do They Have A Place In Your Portfolio?

What Are Hedge Funds, And Do They Have A Place In Your Portfolio?

2020 was a devastating year for the global economy. The COVID pandemic wreaked havoc on businesses and investments alike. Hedge funds, however, were resilient during this time, with over 77%…


How To Protect A Portfolio From A Drop-In Market Value Without Selling And Paying Taxes

As an investor, you know very well that your portfolio's position can drop in market value on any given day of the week without notice. Protecting your portfolio from a drop in market value isn't…


Will My Money Run Out In Retirement? How Can I Make It Last?

Will My Money Run Out In Retirement? How Can I Make It Last?

Two things most people care a lot about are their money and their health. They usually don’t give much thought to their health until they lose it. So, in general, it’s the money. The bad news is that…


Social Security

How Can I Use Social Security More Effectively?

As we enter retirement, we begin to think about how we can use the resources we have spent so long planning for. Social Security can be an important part of our retirement strategy, but first, we…