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What does history tell us – and should we value it?

Look beyond this moment and stay focused on your long-term objectives.

Comparing their features, merits, and demerits.

A look at how variable rates of return do (and do not) impact investors over time.

A few things you may want to think about before filing for benefits.

As you approach retirement, it may be time to pay more attention to investment risk.

A recent poll of pre-retirees suggests that truth risks being ignored.

Think total return. Explore the total return approach to retirement income planning, today.

The end of a year makes us think about last-minute things we need to address and good habits we want to start keeping. To that end, here are seven aspects of your financial life to think about as this year leads into the next.

Investors may be lulled into a false sense of security by this market.

What are the potential benefits? What are the drawbacks?

Section 529 plans can be a great way to save for college–in many cases, the best way–but they’re not the only way. When you’re investing for a major goal like education, it makes sense to be familiar with all of your options.

Whether you’re seeking to manage your own assets, control how your assets are distributed after your death, or plan for incapacity, trusts can help you accomplish your estate planning goals. Their power is in their versatility–many types of trusts exist, each designed for a specific purpose.

After a long, steady ascent, it is easy to become lulled into thinking that the market only goes up. We all know differently, but even so it can be a rude awakening when the major indices rollercoaster or plunge. Be patient rather than let emotion take over.

Congress just changed the Social Security benefit rules. On October 30, Capitol Hill lawmakers approved a two-year federal budget deal. As part of that agreement, they authorized the most significant change to Social Security policy seen in this century, disallowing two popular strategies people have used to try and maximize retirement benefits.1 The file-and-suspend claiming […]

Paying attention to the wrong things becomes all too easy. If you ever have the inkling to manage your investments on your own, that inkling is worth reconsidering.

One bad trading day is not the year. The stock market has wavered recently. A lackluster year just ended, and this year has started inauspiciously. You may be wondering … should you really be invested in stocks right now? Yes, you should be. In moments like these, investors should not panic and overreact to the headlines. […]