Is it Time for a Value Play?

The transition from growth to value and back to growth stocks often accelerated during the pandemic. Growth-oriented stocks usually outperform when the economy is on the rise. Therefore, growth stocks…

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Savings Strategies

Some people have no trouble saving money — they stash away any cash they don’t need, and their account grows and grows. These people usually aren’t very materialistic and don’t…

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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.  …

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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…

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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…

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