Tariff Trepidation

One focal point following the presidential election is a potential increase on tariffs for goods produced outside the United States.
An Investing Plan for 2025: Doing Less Can Lead to More

A key to successful investing lies in working smarter, not harder. Let’s take a look at an investing plan for 2025.
Lump-Sum Investing vs. Dollar-Cost Averaging: Actual Outcomes

Discussing lump-sum investing vs. dollar-cost averaging, let’s look at when dollar-cost averaging may be preferred.
Lump-Sum Investing vs. Dollar-Cost Averaging: Raw Returns

In a match-up between lump-sum investing vs. dollar-cost averaging, which is the better bet?
The Power of Human Ingenuity

Market performance in 2024 reflected the power of human ingenuity, which kept the economic engine going.
How to Manage Money Scripts

Let’s focus on actionable strategies to manage money scripts, flip unhelpful patterns and build healthier financial behaviors.
Your 2024 Year-End Planning Guide

End the year strong. Review your finances, maximize savings and explore tax-smart strategies for a confident start to the new year.
Has Index Fund Growth Impaired Markets?

One concern about the increasing popularity of index funds is whether the decline in active management has impacted the function of markets.
Money Scripts: The Stories We Tell Ourselves in Order to Live, Save and Spend

Discover the hidden influences on your financial decisions, and how they impact saving, spending and investing.
How to Feel About Consumer Feelings

The Consumer Sentiment Index is sometimes viewed as a beacon of how investors feel about the direction of the economy.