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Financial markets lived up to their reputation during the month of August, which has a record for being difficult. On the first day of August, markets had to contend with a downgrade of U.S. long-term debt by the rating agency, Fitch....

Make your annual review more efficient and productive to improve next year When you work with a financial professional, you know how important the year-end review is to the financial planning process. And given that you should be...

As we’ve just passed the midpoint of the year, now is the perfect time to assess your financial well-being by conducting a review. Just like a routine health checkup can ensure your physical health, a financial checkup can help...

Each year, many of us focus on our financial health by resetting goals and checking off items on our financial to-do list. Attempting to implement everything at once can be overwhelming but a month-by-month approach may help you plan...

In the college savings game, all strategies aren't created equal. The best savings vehicles offer special tax advantages if the funds are used to pay for college. Tax-advantaged strategies are important because, over time, you can...

Many nonprofit organizations set out to help others. They provide services, guidance, support, or other resources to a specific group or cause. Yet, to do the work they do, they often need financial strength. Nonprofit organizations...

A successful investor maximizes gain and minimizes loss. Though there can be no guarantee that any investment strategy will be successful and all investing involves risk, including the possible loss of principal, here are six basic...