Volunteering in Retirement

Volunteering in Retirement

This generation got no destination to hold… We are volunteers of America” “Volunteers” by Jefferson Airplane   Those of a certain age will recall these Jefferson Airplane lyrics as a call to action, though for a different period and place. Even with the...
Do You Need Financial Wellness?

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...
GME, Reddit, Robinhood: Why Investors Should Care

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...
Portfolio Cash: Not Just for Investing

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...