As of Monday this week, the S&P 500 entered bear market territory. The technical definition of a bear market is an index dropping 20% from its most recent peak. It’s scary to watch account values drop along with the stock market. Worries of future unmet goals can get the better of us, especially when exacerbated by dramatic media headlines and flashing red indicators.

The recent stock and bond market turbulence is enough to leave anyone feeling anxious and whipsawed. The last thing that we want is our clients to feel stressed about their finances. Frankly, there are enough other things to worry about.

You’ve probably been hearing about “The Great Resignation” as more Americans than ever are leaving their jobs. We examine why this is happening in our latest informative article.

Have you ever wondered how to apply March Madness to your financial well-being? There may be parallels between your bracket selection and investing.

The global stock market is like a pendulum: always swinging between periods of fear and periods of greed. Since the beginning of this year, we've been in a period of fear: fear of rising interest rates, fear of inflation, and fear of stock market volatility. The uncertainty surrounding the conflict between Ukraine and Russia is making things worse.

Retirement changes everything. Has your money mentality changed with it?