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Objective investing and financial strategies to help make the most of your money.
News & Insights
NEWS ARTICLE
Buying cheap stocks may not bring you short-term gains, but for patient investors, the strategy can pay off down the road. Consider these 14 names for your long-term portfolio.
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BARRON’S | 10/01/2020
14 stocks that may be long-term gainers
INVESTING IN STOCKS
NEWS ARTICLE
Spelling out a set of 'last instructions' can spare your family a lot of heartache for when you’ve passed. Here are some valuable resources to help get you organized.
THE WALL STREET JOURNAL |10/03/2020
Prep your financial info for after your death
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ESTATE PLANNING
Infographic
The 'smart money' is known for understanding the value of size, stability and income when choosing stocks. Here are eight names that are on billionaire investors' radar.
KIPLINGER | 10/09/2020
Dow stocks billionaires are buying
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INVESTING
NEWS ARTICLE
This year's financial aid season is like no other, especially for applicants who are seeking merit-based assistance. Here's how students and schools are trying to deal with it.
THE NEW YORK TIMES | 09/25/2020
Predicting merit aid in the age of Covid
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PAYING FOR COLLEGE
NEWS ARTICLE
The Covid-19 pandemic has forced many seniors to reconsider assisted living, and many are turning to long-term care insurance to help them stay in their own homes.
KIPLINGER | 09/17/2020
Insurance that could help you age in place
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INSURANCE
Find the right Medicare plan for you
KIPLINGER
A first look at all your options as a Medicare recipient can be confusing and frustrating. These strategies can help sort through the mess and make things simpler.
LIVING IN RETIREMENT
SAVING & SPENDING
Boost your savings while on a fixed income
BANKRATE.COM
Living on a fixed income means your earning ability is limited. Here are 10 ways you can maximize your savings to ensure your financial health stays in good shape.
FINANCIAL PLANNER
Hiring a financial advisor: Mistakes to avoid
U.S. NEWS & WORLD REPORT
Having a skilled professional to guide you through important money decisions can really pay off. But there are a number of common mistakes to watch for when you're looking for help.
HEALTHCARE & WELLNESS
These are your HSA limits and minimums
KIPLINGER
If you have a health savings account, there are a number of limits and requirements that get adjusted for inflation every year. These are the numbers you need to know.
PERSONAL FINANCE
Supporting adult children: What to trim
THE WALL STREET JOURNAL
Many parents are still picking up the tab for their kids well past their teens. Experts say some of those costs may be worth cutting off, but some may also be worth keeping.
10 stocks for health care’s new revolution
BARRON’S
If there is one upside to Covid-19, it’s that the pandemic has sparked a wave of innovation across the health industry. These 10 companies could all benefit.
INVESTING IN STOCKS
It may be time for retirees to refinance
THE WALL STREET JOURNAL
Many financial advisers still say you should pay off your mortgage before retiring. But with interest rates so low, the math behind a refi could make better sense.
NEWS ARTICLE
NEWS ARTICLE
Health care funds for stability
THE WALL STREET JOURNAL
Stocks in the health and medical sectors have shown mixed results in the coronavirus selloff. So if you’re looking for safety, a broader-based ETF might be your best call.
NEWS ARTICLE
What it may take for the U.S. to recover
THE WALL STREET JOURNAL
Until we have a vaccine or treatment that can effectively treat Covid-19, Mark Zandi, chief economist of Moody's Analytics, says the economy won’t be able to get going again.
NEWS ARTICLE
These may be safer areas for REITs
THE WALL STREET JOURNAL
Real estate investment trusts have been hurt by the U.S. economy's lockdown, but a few parts of the sector may be more resilient. Here's a closer look.
NEWS ARTICLE
How to make sure you don't panic
THE WALL STREET JOURNAL
When big losses hit, investors can get nearsighted, even if it hurts their long-term performance. Here's how to tell if that happens to you and what you can do to stop it.
Decoding financial aid abbreviations
THE WALL STREET JOURNAL
The terminology that comes with financial aid awards contains an alphabet soup of jargon. Here's a quick dictionary to help you make sense of it all.
NEWS ARTICLE
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