Financial Wellness Center

 

Should I Be Concerned About Inflation?
Should I Be Concerned About Inflation?
Jul 30, 2021 1:00:55 AM

If you pay attention to financial news, you are probably seeing a lot of discussion about inflation, which has reared it...

Setting and Targeting Investment Goals
Setting and Targeting Investment Goals
Jul 27, 2021 12:59:18 AM

Go out into your yard and dig a big hole. Every month, throw $50 into it, but don’t take any money out until you’re read...

How Does a Profit-Sharing Plan Work?
How Does a Profit-Sharing Plan Work?
May 11, 2021 5:05:05 AM

A profit-sharing plan is a defined contribution plan in which your employer has discretion to determine when and how muc...

Growing Interest in Socially Responsible Investing
Growing Interest in Socially Responsible Investing
May 6, 2021 2:09:29 AM

U.S. assets invested in socially responsible strategies topped $17.1 trillion at the start of 2020, up 42% from two year...

Monitoring & Rebalancing Your Portfolio
Monitoring & Rebalancing Your Portfolio
Apr 16, 2021 3:08:39 AM

You probably already know you need to monitor your investment portfolio and update it periodically. Even if you’ve chose...

Are Value Stocks Poised for a Comeback?
Are Value Stocks Poised for a Comeback?
Mar 10, 2021 1:35:21 AM

Growth stocks have dominated the market for the last decade, led by tech giants and other fast-growing companies. While ...

Four Things Investors Should Know About Stock Splits
Four Things Investors Should Know About Stock Splits
Mar 4, 2021 1:50:32 AM

In 2020, three companies in the S&P 500 index announced plans for stock share splits, down from 102 companies in 199...

Sequence Risk: Preparing to Retire in a Down Market
Sequence Risk: Preparing to Retire in a Down Market
Jan 22, 2021 3:50:04 AM

“You can’t time the market” is an old maxim, but you also might say, “You can’t always time retirement.” Market losses o...

Sharing Your Money Values Can Be Part of Your Legacy
Sharing Your Money Values Can Be Part of Your Legacy
Dec 22, 2020 2:21:12 AM

When it’s time to prepare the next generation for a financial legacy, you might want to bring your family members togeth...

Is Now a Good Time to Consider a Roth Conversion?
Is Now a Good Time to Consider a Roth Conversion?
Nov 16, 2020 4:50:35 AM

This year has been challenging on many fronts, but one financial opportunity may have emerged from the economic turbulen...