Dealing with Turbulent Times in the Market
May 12, 2022
The first four months of 2022 have been extremely challenging for investors. In fact, this is one of the worst starts to …
Category: Investments
Diversification: What it is and why it matters
March 22, 2022
When you’re building a portfolio of investments, it’s important to make sure it’s diverse. We’ll explain why that is in detail, but …
Withdrawing money in retirement: Timing matters
March 13, 2022
Living off your nest egg is simple enough in theory: Switch to a portfolio focused on income and begin to withdraw your …
Risk and investing: What you need to know
February 8, 2022
By Jamie Cox Financial advisors love to talk about risk, but we’ve noticed that not everyone loves that terminology. Instead, clients like …
Mutual funds vs. ETFs
October 30, 2021
Mutual funds and exchange-traded funds (ETFs) are two of the more commonly used investment products, particularly in retirement funds. They’re similar in …
Dividends and retirement income
September 20, 2021
Dividends are one of the most fundamental concepts in investing, particularly when it comes to investing in retirement. Because they’re so basic, …