Blog
Do You Need Financial Wellness?
Financial wellness is the ability to have a healthy financial life and feel good about your financial situation. Financial wellness doesn't have just one meaning because it can mean something different to each person. Financial wellness is a broad term that...
Health, Hobbies, and a More Full-Filled Life
Having a hobby or participating in a regular activity done purely for enjoyment can provide many benefits. Among the most notable is that hobbies can lead to better health and a more full-filled life. Here are some of the benefits that come from having hobbies: ...
Women & Retirement: Modern Day Challenges
Women can experience more challenges saving for retirement than men, and unfortunately, COVID-19 has added even more challenges. According to Transamerica Center for Retirement Studies report Women and Retirement: Risks and Realities Amid COVID-19, women continue to...
GME, Reddit, Robinhood: Why Investors Should Care
One of the biggest news stories last month was the heightened trading activity and price volatility of GameStop and several other companies. These company’s stocks were targeted by participants using the social media platform Reddit. Reddit supported the social media...
Top 5 Mistakes Investors Make and How to Avoid Them.
Learning from our mistakes is a good thing. After all, if we learn from our mistakes, we are likely not to repeat them. Sometimes psychological or emotional factors contribute to making a mistake or knowing how to avoid it. Here are the top mistakes investors make and...
Portfolio Cash: Not Just for Investing
Portfolio cash accounts are typically kept for reinvesting opportunities or other events such as Required Minimum Distributions (RMDs). Investors and their advisors often want to move cash to securities for performance in an environment where interest rates are low or...