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Millennials: Tougher Road to Retirement than Parents?

When it comes to saving for retirement, many factors may contribute to Millennials needing to save more, or longer, than their parents did. But time is on your side! Let's take a look.

Brexit fallout

July 1—One thing is certain about financial markets—investors hate uncertainty. They hate being surprised. And the biggest surprise of the quarter just ended was the decision by a slim . . .

July 2016 Investment Update

The U.S. economy continues to muddle through, with the first reading of 2nd quarter GDP coming in at a disappointing 1.2%. This was only slightly above the first quarter’s revised rate of . . .

Are You One of the Lucky Ones?

When it comes to retirement savings, many Americans haven't saved enough, or don't even have the means to do so. Are you one of the lucky ones?

Smarter in :90 - Documents Needed for a Home Loan

If you've ever gotten a home loan, you can commiserate with Kate. In this video, I help clear up the confusion and give Kate some tips to help her bring the right documents. . .

Smarter in :90 - Know Before You Owe

Kate wants to get a home loan fast. A new process required by the Consumer Protection Bureau adds some additional steps to securing a mortgage. But there are some great benefits to Kate. Watch . . .

Smarter in :90 - Learn How the Liability Shift Affects Your Business

Financial lingo can be confusing for Kate. In this Smarter in :90, Jan explains to Kate what the liability shift is and what she needs to do about it.

Navigating Your Portfolio Through Turbulence

What’s an investor to do about rising volatility? For many investors, the answer is, not much. Ideally, one wants to be in the market on the up days and out on the down days. In reality, no one. . .

Investment Overview: 2nd Quarter 2016

As we enter the third quarter, economic conditions in the U.S. generally point to continued expansion. Importantly, consumer spending has been increasing at a solid pace after a winter slowdown. . .

June 2016 Investment Update

As we enter the third quarter, economic conditions in the U.S. generally point to continued expansion. Importantly, consumer spending has been increasing at a solid pace after a winter slowdown. . .

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