Start Now, Not Later

When planning for retirement, the phrase “start now, not later” are words to live by. Having time on your side is a very powerful retirement planning tool. Unfortunately, time is something that . . .

May 2016 Investment Update

After a sluggish first quarter, the U.S. economy is showing some signs of life as we near the end of the first half of 2016. First quarter GDP was revised upward to 0.8% from the initial . . .

The ''New'' Fiduciary Rule

Ever since the meltdown of the financial services industry in 2008, there has been concern about the standards to which investment advisors should be held. The longstanding rule has been one of . . .

Graduation Advice from UBT: What makes student loans go away?

First things first, ignoring your loans will not make them go away. The best thing you can do is to figure out what you will owe and how much your monthly payment will be. The Student Money . . .

Graduation Advice from UBT: What is next?

It’s that time of year so many students have been waiting for. Summer break is here for some, but for others it is their long-awaited graduation. The question always looms, what’s next? ...

April 2016 Investment Update

The U.S. economy continues its tepid expansion, reflecting mixed economic data and uninspiring global growth. First-quarter weakness has become something of a trend over the last few years, with...

Learning to Live With Risk

All our lives we work, work, work and hope to retire someday. If you've been putting off planning, there's still time to make the most of your last few earning years.

The Happy Retiree

A recent study found that we experience greater happiness and satisfaction as we age.

Developing a strategy for retirement

Even if you are several years away from retirement, it’s not too early to start gathering facts, weighing choices and mapping out your tax and investment strategy. Here are eight suggestions that shou

Investment Overview: 1st Quarter 2016

U.S. Gross Domestic Product, which measures the overall output of goods and services produced in the economy, rose at an overall rate of 1.4% in the fourth quarter of 2015, putting full‐year 2015 . .