Robo vs. Human Advisors: Why Personalized Help Matters

Having an investing strategy as part of an overall financial plan is an important way to save for the future and build wealth over time. However, making the right decisions can be challenging. That’s why people lean on professional financial advice to help them develop an action plan based on their financial goals and tolerance for risk.

While some people prefer meeting with an advisor, others want a do-it-yourself solution. That’s where robo-advisors come in. Continue reading

Stay On Track With Your Investing Plan

One of the hardest events for investors to stomach are market corrections. A correction is a dramatic drop of 10% or more of a stock, bond, or market index such as the S&P 500.

Corrections aren’t unusual, although many investors act as if they are, each and every time they occur. In fact, since World War II, there have been 27 market corrections to the S&P 500 Index1. Continue reading

10 Money Moves to Make in Your 40s

When you reach your 40s, most likely your responsibilities have increased significantly. With that in mind, it’s more important than ever to figure out how to allocate your hard-earned dollars. To manage day-to-day expenses and accomplish your longer-term financial goals, you’ll need a plan you can live with and adjust it to your changing needs.

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Understanding Market Losses: Paper Versus Reality

In a volatile stock market, your emotions might let new highs and record lows drive your short-term decisions. The drastic ups and downs can make you feel confident one day and queasy the next. When your investment is reaching new highs, you might feel on top of the world. But, when your investment hits new lows, confidence wanes. The market’s volatile nature might even lead you to jump ship on your savings goals. Unfortunately, this could cost you over the long term. Continue reading

10 Money Moves to Make in Your 70s

When you reach your 70s, life slows down a little. You may be planning to retire, or already living in retirement. Whatever your situation, there are ways to make your 70s more enjoyable and stress free, especially when it comes to managing your finances. If you still choose to work in some capacity, or simply want to enjoy your leisure time and hobbies, here are some tips to help you live the retirement you want.

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