Financial Wellness Center
Should You Invest Internationally?
Jul 11, 2019 2:57:07 AMInvesting in foreign stocks provides access to a world of opportunities outside the United States, which may help boost ...
Inflation Variation, Eroding Purchasing Power
Jun 27, 2019 3:29:59 AMInflation averaged 2.5% for the 30-year period from 1989 to 2018. Although the recent trend is below the long-term avera...
What’s the real return on your investments?
Jun 23, 2019 3:13:22 AMAs an investor, you probably pay attention to nominal return, which is the percentage increase or decrease in the value ...
[Video] The Power of a Trust
Jun 19, 2019 10:04:00 AMNeither Pensionmark Financial Group, LLC nor its advisors provide tax or legal advice. Consult with an appropriate profe...
Time for a Mid-Year Investment Check
Jun 4, 2019 2:19:24 AMMany investors may be inclined to review their portfolios only when markets hit a rough patch, but careful planning is e...
How Does the Federal Reserve Affect the Economy?
May 13, 2019 7:59:12 AMIf you follow financial news, you’ve probably heard many references to “the Fed” along the lines of “the Fed held intere...
Mergers & Acquisitions: What’s in the Deal for Investors?
May 7, 2019 7:55:53 AMMerger and acquisition (M&A) activity in North America and Europe reached its second highest level on record in 2018...
Good Window of Opportunity for Roth IRA Conversions
May 1, 2019 9:34:55 AMThe Roth IRA is a powerful tax-favored retirement option since it can offer a hedge against future tax-rate increases. B...
How Does Your Employer’s Retirement Plan Compare?
Apr 18, 2019 8:37:21 AMEach year, the Plan Sponsor Council of America (PSCA) surveys employers to gauge trends in retirement plan features and ...
Know Your Mutual Funds
Feb 18, 2019 3:00:52 AMAlmost 100 million Americans, representing about 44% of U.S. households, owned mutual funds in 2018. Saving for retireme...