An older couple in a field, enjoying retirement after estate planning.

The Importance of Estate Planning for Financial Health

Contrary to popular belief, estate planning isn’t just for the wealthy or elderly––it’s important for anyone looking to secure their financial health. By planning your estate, you’re taking a…


A finance chart depicting the performance of a person's dollar-cost averaging investments.

The Pros and Cons of Dollar-Cost Averaging in a Volatile Market

If you’re new to the world of investing––or even if you’re a seasoned investor looking to reroute––choosing between strategies can feel overwhelming. There are so many different tricks and techniques…


Gold coins, a safe-haven asset, arranged in a small pile

Market Volatility and Safe-Haven Assets: Are They Really Safe?

In times of economic uncertainty, investors often flock to safe-haven assets to protect their portfolios from market volatility. But how safe are these so-called safe-haven assets? This article…


A man reading a newspaper on a bench, trying to stay informed about finance news.

Stay Informed Without Getting Overwhelmed by Financial News

The finance world is always buzzing with new developments, and while staying informed is crucial to maximizing your financial success, the constant influx of information can be overwhelming. However,…


A modest house with a sunset behind it, a good option when thinking about renting vs buying a home

The Pros and Cons of Renting vs Buying a Home

Whether or not to buy a home is one of the biggest decisions you’ll make in your life. If you aren’t quite ready to make that leap, renting a home can seem like an attractive alternative, but there…


Two computer monitors and a stack of charts on a desk that display volatile market indicators

The Importance of a Financial Advisor During Volatile Markets

Market volatility can be an opportunity––and a risk. For investors navigating uncertain waters, a financial advisor can serve as a trusted guide, helping them chart stormy seas and make it to the…


An image of a market rating that shows potential market volatility

Historical Perspectives on Market Volatility: Lessons from Past Crises

Economists, investors, and historians alike have long been intrigued by the unpredictable nature of financial markets. Market volatility is hardly a modern phenomenon––it has been a part of the…


A man using sticky notes and a board to visualize and prepare for portfolio rebalancing.

Portfolio Rebalancing: When and How to Do It

Building a successful investment portfolio is about more than just picking the right assets––you also need to periodically reassess and adjust your allocations to maintain your desired balance…


A man putting money into his wallet to save it for a rainy day amidst market volatility

The Role of Emotions in Market Volatility

Market volatility can drive investors to make hasty decisions that they later regret. So how do you avoid letting your emotions get the better of you? How can you remain calm, even as the market goes…


A man sitting on his balcony, using a laptop to review his real asset performance

The Role of Real Assets in a Diversified Portfolio

In the world of investing, diversification reigns supreme. While traditional portfolios have long relied on stocks and bonds, the inclusion of real assets offers a compelling layer of security and…