Joined December 2010
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2,350 Photos and videos
Jun 12
It’s easy to focus on how much you want your portfolio to grow.
The harder question is how much risk you’re comfortable taking along the way.
Our Investment Risk Tolerance Quiz can help you think it through. bit.ly/4eiLezM
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Jun 11
Most of us have heard the same Social Security advice: Wait as long as you can.
But survivor benefits, cash flow needs, and market conditions can make the decision more personal.
Here’s when claiming earlier may deserve a closer look. bit.ly/4vyfgpQ
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Estate planning is easy to put off until the pieces start to feel scattered.
Our Estate Planning Checklist can help you review accounts, documents, beneficiaries, and decisions that may need another look. bit.ly/3QqZO00
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A strong jobs report should sound like good news.
So why did stocks sell off?
Friday’s market reaction ended the S&P 500’s nine-week winning streak. This week’s commentary looks at what was behind the move. bit.ly/4etdyAy
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Life changes. Goals change.
A new home, career move, family need, or unexpected opportunity can shift your financial plan fast.
The question is whether your plan has enough flexibility to keep up. bit.ly/3RHDNKL
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Most people prepare financially for retirement.
Far fewer prepare for what comes after the paycheck.
Retirement changes more than your finances. It can reshape how you spend your time, energy, and purpose. bit.ly/4dVgoN5
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The S&P 500 has now gained for 9 straight weeks.
At the same time, consumers are still spending despite slower income growth and a falling savings rate.
Here's what's driving the disconnect: bit.ly/4x3PVWm
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May 28
Moving money to a Roth IRA can sound simple.
The bigger question is whether paying the taxes now supports the retirement plan you want later.
Before you convert, get clear on the timing, tax bill, and tradeoffs.bit.ly/4bK8zYt
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May 27
Retiring early sounds great. No Monday alarm. More time back. A calendar with breathing room.
But the plan has to support it.
See if early retirement points closer to “ready” or “not yet”: bit.ly/43hmsLj
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May 26
Stocks are acting like growth is still in charge. Bonds are acting like inflation is still the problem.
Our Market Commentary looks at why both can be true right now: bit.ly/4nRpmQ1
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May 20
Life insurance can be easy to set and forget.
The problem is, life doesn’t stay where it was when the policy was written.
Here’s how to know when to revisit your coverage. bit.ly/42GWuR6
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May 19
At a certain point, retirement planning stops being about accumulation and starts becoming a series of high-impact decisions.
Here’s what to consider 10, 5, and 1 year before retirement. bit.ly/4uQB7sh
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May 18
Inflation is still hot. Stocks are still climbing.
That disconnect may feel hard to reconcile for investors watching borrowing costs continue to rise.
More in this week’s Market Commentary. bit.ly/43fho9V
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May 13
Your financial plan shouldn’t stay frozen in time.
Each decade brings new priorities, from building habits to preparing for retirement income.
Use this as a checkup for what may need attention now. bit.ly/4txSPzY
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May 12
A stronger financial plan isn’t only about saving more.
It’s about using the right tools for the life you’re planning for.
Here’s how tax-advantaged accounts may fit in. bit.ly/4dCgE4L
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May 11
Headlines feel unsettled. Stocks keep climbing anyway.
Strong earnings and improving labor data helped push the S&P 500 higher for six straight weeks. Inflation is the question that could complicate the story. bit.ly/4eGWHuD
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May 10
Most investors want growth.
Fewer stop to think about how much uncertainty they’re willing to sit through to pursue it.
See how your comfort with risk lines up. bit.ly/4tCZOaZ
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You spend years building the business. Planning for the day you step away deserves the same attention.
Because the best time to shape your exit usually isn’t when you’re already in it. bit.ly/4tWDtGj
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Jerome Powell is stepping down as Fed Chair but staying on the Fed Board.
Add “Sell in May” chatter and a GDP report that looks soft on the surface, and the bigger story may be what investors miss at first glance. bit.ly/4ewNqW0
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Stocks had a strong April. AI spending is still building. GDP looks softer, and inflation remains sticky.
This week’s Market Commentary looks at how those pieces fit together. bit.ly/42yHftr
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