Have you ever had one of those months? The water heater stops heating, the dishwasher stops washing, and your family ends up on a first-name basis with the nurse at urgent care. Then, as you’re driving to work, you see smoke coming from under your hood. Bad things...
The city of Detroit emerged from bankruptcy in 2014. Still, its previous inability to pay investors left some questioning their long-held assumption about the relative safety of municipal bonds. Without question, in the wake of Detroit’s troubles, gaining a better...
Ancient Chinese merchants were said to have developed a unique way to manage their risk. They would divide their shipments among several different vessels. That way, if one ship were to sink or be attacked by pirates, the rest stood a good chance of getting through....
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...
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 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...
