Sustainably Investing in Our Future
While extreme weather events typically affect only certain parts of the country, there is increasing concern that climate change will affect the overall economy – including our investment portfolios.  …
Cyber Savvy: A Continuing Education
Cyberattacks are one of the fastest-growing crimes in the U.S. Throughout the past few years, companies have experienced significant data breaches as fraudsters seek to gain the world’s most valuable…
5 Pieces of Conventional Wisdom That Could Derail Your Retirement
Learn why conventional wisdom for retirement planning … doesn’t stand a chance against the challenges ahead. Don’t miss a special edition of Retirement Solutions Radio, “5 Pieces of Conventional Wisdom…
RMDs in 2021
Last year, the Setting Every Community Up for Security Enhancement (SECURE) Act increased the age for required minimum distributions (RMDs) from 70½ to 72. The purpose of RMDs is to…
Market Thoughts: Looking Ahead and Abroad
The mid-year U.S. economic recovery numbers look strong. On Wall Street, analysts predict that our economy will expand by trillions of dollars and create 2 million good-paying jobs throughout the…
The Economic Impact of Immigration
The US has more jobs than people to work them. It’s an interesting dilemma, considering concerns in recent years that technology, robots and artificial intelligence (AI) would replace many positions.…
Payday Lenders Hit by New Regulations
In June, Congress overturned a set of regulations enacted in late 2020 by the Office of the Comptroller of Currency (OCC). The nullified rules, which have been signed off by…
What is Investing on Margin?
This year, investors are making record-high margin investments against their accumulated assets. According to FINRA, margin debt had reached $847 billion by the end of April.1Â Much of this activity is…
A Perfect Storm Ahead for Retirees
There’s a perfect storm ahead for retirees. Learn what it is and how you could protect your hard-earned savings on Retirement Solutions Radio, “A Perfect Storm Ahead for Retirees“.Listen Now!…
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