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Newest Videos and Articles for Investors

All Muni Bonds Are NOT Created Equal

June 26th, 2025|0 Comments

The city of Detroit emerged from bankruptcy in 2014. Still, its previous inability to pay investors left some questioning their long-held assumption about the relative safety of municipal bonds. Without question, in the wake of [...]

  • file a home insurance claim

File a Claim or Not? Home Insurance

May 29th, 2025|Comments Off on File a Claim or Not? Home Insurance

Insurance is meant to protect you against financial loss. But is it really meant to protect you from any and all financial loss? When it comes to filing a loss claim on your home insurance, [...]

  • financial plan and goal funds

A Decision Not Made Is Still a Decision

May 15th, 2025|Comments Off on A Decision Not Made Is Still a Decision

Whether through inertia or trepidation, investors who put off important investment decisions might consider the admonition offered by motivational speaker Brian Tracy, "Almost any decision is better than no decision at all." This investment inaction [...]

  • financial plan and goal fund

Bucket List and Lifetime Financial Goals

May 1st, 2025|Comments Off on Bucket List and Lifetime Financial Goals

A Bucket Plan to Go with Your Bucket List John and Mary are nearing retirement and they have a lot of items on their bucket list. Longer life expectancies mean John and Mary may need [...]

Brief Guide to Condo Insurance

April 24th, 2025|Comments Off on Brief Guide to Condo Insurance

A Brief Guide To Condo Insurance The ownership structure of a condominium unit is different from that of a single family house. Here’s what you need to know when purchasing insurance for your condo.1 1. [...]

  • financial advisor for over 50

Important Birthdays Over 50

January 23rd, 2025|Comments Off on Important Birthdays Over 50

Age 50 At age 50, workers in certain qualified retirement plans are able to begin making annual catch-up contributions in addition to their normal contributions. Those who participate in 401(k), 403(b), and 457 plans can [...]

  • job loss

Retirement Strategy After a Job Loss

January 9th, 2025|Comments Off on Retirement Strategy After a Job Loss

Few events are more stressful and disruptive than an unexpected job loss or layoff. For many, it’s a hit not just to finances but also to confidence and sense of self. You're not alone if [...]