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What’s on our mind? Whether it’s ideas from the industry or emerging trends, you have found the place. You can read our Weekly Market Commentary, bi-weekly blog posts, and weekly infographics right here! 


Thursday, March 22, 2018

“There’s no place like home.”1 Conjuring an image of ‘home’ was a lot easier for Dorothy than it is for people who are on the cusp of retirement. After all, isn’t retirement supposed to be a new...


Monday, March 19, 2018

March 19, 2018The MarketsIt’s a good time for a gut check. Last week, after sliding lower for four days, the Standard & Poor’s 500 Index recouped some of its losses on Friday. The reasons behind the week’s poor...


Monday, March 12, 2018

March 12, 2018The MarketsIt’s a bird…It’s a plane…It’s a labor shortage!There is little doubt the Millennial generation has been reshaping our world. One of the most remarkable aspects of this...


Thursday, March 8, 2018

Now and Then Dave Goetsch, Executive Producer of The Big Bang Theory, reflects on his investment experience in the recent market downturn and contrasts his new perspective with memories of the 2008-2009 financial crisis.


Tuesday, March 6, 2018

See what Dr. Spelman, a psychologist and relationship expert, has to say about these survey results regarding money in relationships!


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Monday, March 5, 2018

March 5, 2018The MarketsAs Yogi Berra once said: It’s déjà vu all over again.Last week, global stock markets took a bit of a dip after President Trump announced a 25 percent tariff on steel and a 10 percent tariff...


Tuesday, February 27, 2018

See what a 20 year research study by Cornell University found provides the most happiness.


Monday, February 26, 2018

February 26, 2018The MarketsU.S. Treasuries are offering a lesson in supply and demand.Last week, the U.S. Treasury auctioned $258 billion in bonds. Treasury auctions are the way the United States government finances its debt. The...


Thursday, February 22, 2018

Two Ideas Worth Thinking About When Markets are Moving Here’s a number most people would like to see on an annual statement: 21.6 percent. That was the annual return for the Standard & Poor (S&P) 500 Index during 2017. In general...


Monday, February 19, 2018

February 19, 2018The MarketsAs New York Fashion Week ended, inflation strutted its stuff. Ever since the Federal Reserve began raising the Fed funds rate in 2015, analysts have been anticipating higher inflation. The fact that price...


Monday, February 12, 2018

February 12, 2018 The Markets Back to reality... After months of eerie calm, stock market volatility has returned. The CBOE Volatility Index (VIX) – a measure of how turbulent investors expect stock markets to be during the next...


Thursday, February 8, 2018

What Would You Do? Here’s a riddle for you: Some people are reluctant to start me, unless I’m automatic. I’m frequently exhausted when I don’t roll over. I’m sometimes left behind. Retirees devour me. What...


Tuesday, February 6, 2018

Are you aware of these strange and surprising taxes that have been implemented, some long ago, some currently?


Monday, February 5, 2018

February 5, 2018The MarketsIt was not a good week for stocks.Last week, stock markets around the world lost value. In the United States, the Standard & Poor’s 500 Index (S&P 500), Dow Jones Industrial Index (Dow), and NASDAQ all...


Tuesday, January 30, 2018

There are many reasons why people have trouble sticking to a budget: impulse, debt, income. See how financial literacy in the U.S. stacks up against other countries.


Monday, January 29, 2018

January 29, 2018 The Markets The numbers are coming in. Publicly-traded companies report their earnings and sales numbers for the previous quarter in the current quarter. For example, fourth quarter’s sales and earnings are...


Thursday, January 25, 2018

Fifteen years ago, a Health Services Research report described the challenges ahead for the United States as the Baby Boom generation aged into retirement. Four issues were paramount: 1) improving payment and insurance systems for...


Tuesday, January 23, 2018

Have you heard all of these money colloquialisms from around the world?