As he does each year, the United States’ arguably most successful investor, Warren Buffett, shared his wisdom and observations at this year’s Berkshire Hathaway annual shareholder meeting. Buffett is known not just for his investment prowess but for his ability to pare down his insights into information the average investor can understand. Wealth managers are…

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Today’s political environment and recent volatility in the U.S. stock markets, particularly February’s correction, caused concern for some investors. If you’ve met with a financial advisor who designed a strategy to fit your individual financial goals, timeline and tolerance for risk, it’s generally recommended you stay the course.1 But that doesn’t mean to hold steady…

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If you’re nearing retirement, chances are you’re paying closer attention to your social security statement these days. But the truth is, that doesn’t even begin to tell you the whole story. Your benefits could be significantly higher, or lower depending upon how and when you claim your benefits. Learn how on Retirement Solutions Radio show,…

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On Dec. 22, 2017, President Trump signed a continuing resolution authorizing $2.1 billion to extend the Veterans Choice Program (VCP) in 2018.1 This is a temporary funding solution that will enable the VCP to continue providing veterans access to health care within their communities. The VCP program was set up to allow Department of Veterans…

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President Trump may have announced his intention to drop the U.S. from the Paris Agreement last June,1 but that didn’t stop commerce from pressing on with “green” innovation. Drawing from lessons learned from the emerging renewable energy industry, many global corporations have found there is money to be made by saving the world from pollutants.…

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Not everyone has dramatic success as an investor. For many, the key isn’t to have great stock market insights or great luck, but rather the foresight to consistently invest in regular installments over a decades-long timeframe. This is a prudent and time-tested means to accumulating a nest egg for retirement. However, growing assets in a…

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Every investment carries some risk. However, it’s a misnomer to think that the bigger the risk you take, the bigger the reward you’ll receive. This may be especially true for those who are near or already in retirement. Consider the story of the tortoise and the hare. The tortoise pursued a slow but steady pace…

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What does the phrase “long term” mean to you? For children, long term can mean waiting for Christmas or summer vacation that feels like a million years away. For young adults, long term may reference how long it takes to pay off student loans. As we get older, we begin to understand that long term…

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It’s easy to think of retirement and dream of a relaxed stroll into the sunset with your significant other by your side. After all, many advertisements repeat this theme with salt-and-pepper-haired couples strolling hand in hand across a beachfront. Yet, this is not always the case. Anymore, we often see couples retire at different times…

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