Financial Wellness Center
Is Now a Good Time to Consider a Roth Conversion?
Nov 16, 2020 4:50:35 AMThis year has been challenging on many fronts, but one financial opportunity may have emerged from the economic turbulen...
[VIDEO] Personal Financial Portal: Security
Oct 7, 2020 3:03:46 AMThe PFP employs the most advanced security features and protocol to ensure the protection of your individual accounts. I...
Accumulating Funds for Short-Term Goals
Aug 31, 2020 5:47:55 AMStock market volatility clearly reinforces at least one important investing principle: Short-term goals typically requir...
Printing Money: The Fed’s Bond-Buying Program
Aug 5, 2020 5:43:40 AMThe Federal Reserve’s unprecedented efforts to support the U.S economy during the COVID-19 pandemic include a commitment...
Strategies to Help Survive the Ups and Downs of the Market
Jun 29, 2020 7:17:10 AMWhile visiting an amusement park this summer may not be possible for everyone, the stock market has provided a number of...
[VIDEO] Achieving your Dreams With a Financial Plan
Jun 4, 2020 11:49:00 AMDo you have a goal you want to accomplish? Buy a new car? Save for college? If so, you're more likely to be successful i...
Keeping Cool: Investment Strategy vs. Reaction
Mar 31, 2020 2:54:52 AMAfter losing ground in 2018, U.S. stocks had a banner year in 2019, with the S&P 500 gaining almost 29% — the highes...
Finding Balance in the Temporary New Normal
Mar 20, 2020 5:56:48 AMBy: Kelly Majdan, AIF, QPFC, CRPS – Managing Director, Pensionmark When I left the corporate world to go independent, I ...
Market Bulletin: Don’t Fear the Bear
Mar 12, 2020 6:22:21 AMYesterday, March 11th, 2020 the Dow Jones Industrial Average closed down more than 1,400 points, marking the end of a hi...
Market Bulletin: Global Worries Heightened as Coronavirus Spreads
Feb 25, 2020 3:07:26 AMKey Takeaways: On February 24, 2020 the S&P 500 closed the day down -3.4% – its largest single-day loss since Februa...