Before the year ends, it’s important to take a look back and reflect on 2018. You can look at how your investments changed, review your portfolio and note any changes that happened in the past year that affected you financially. This can be as easy as taking 15 minutes to check-up on your portfolio and [...]

A volatile market can make anyone nervous, but it can be especially nerve-wracking for retirees and soon-to-be retirees who are concerned about protecting their nest egg for the long-term. And, one thing will always hold true: No one can predict the market’s ups and downs. This is why it’s important to create, no matter how [...]

There’s no doubt that the markets are unpredictable. Just over 2 months ago officially marked the current period of growth as the longest-lasting bull market in history. A bull market is generally noted as any period of rising stock prices and can be measured as a time in which market values rise at least 20 [...]

The 4th of July, a celebration of our great nation’s independence, is here once again! What that also means is that you’ll be bombarded with all the big sales on everything from outdoor grills and cars, to mattresses and televisions. Unfortunately, for many the 4th seems to have evolved into nothing more than a big retail holiday, but let’s not forget the true [...]

Here is a picture of Roger Ibbotson and Charisse Rivers talking before the Closing of the Bell, at the New York Stock Exchange, on Tuesday, June 26th 2018. [vc_single_image image="17259" img_size="large" add_caption="yes" alignment="center" style="vc_box_shadow_border" onclick="link_image"]