5 Ways to Keep Emotions Under Control During a Volatile Market

The stock market can be volatile and will always go up and down. If your emotions run high during a volatile market, you’re not alone. The good news is you can take steps to help keep your feelings of fear and anxiety in check and avoid poor investment decisions based on emotions. Here’s a closer look at five ways to

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The Importance of a Diversified Portfolio In a Bear Market

The old saying, “Don’t put all your eggs in one basket,” applies to many areas of life, including investing. If you put all your money into a single investment, you may take on more risk than you would if you had a diversified portfolio.


Should You Rebalance Your Portfolio?

Is it time to rebalance your portfolio? Your portfolio should align with your risk tolerance, retirement timeline, and long-term goals. These factors may help you decide on the appropriate asset allocation for your unique situation.


Social Wellness in Retirement

Social wellness should be top of mind whether you’re approaching retirement or already retired. Social wellness refers to nurturing yourself and your relationships. It can provide you with a positive social network that improves your self-esteem and overall quality of life.


5 Reasons You Should Update Your Estate Plan

Whether you’ve had an estate plan for years or only recently set one up, it’s essential to update your estate plan from time to time. So when should you update your estate plan? That answer depends on your unique circumstances. However, most financial experts recommend that you review and revise your estate plan every three to five years or after

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5 Tips to Get the Most Out of Your Yearly Financial Review

No matter your age or stage of life, it’s essential to conduct a yearly financial review with your financial professional. A financial review will allow you to take a close look at your finances, assess the success of various strategies, and determine whether you need to make any changes.


Considering Investing in Today’s Real Estate Market?

If you currently invest in real estate or if you plan on investing in today’s real estate market, it’s essential to understand its risks.


Planning for Long Term Care with PTSD in Mind

Post-traumatic stress disorder, or PTSD, is a mental health condition that occurs in people who have experienced or witnessed a terrifying event.


What Do Rising Home Prices Mean for Your Estate?

Since the COVID-19 pandemic began, there have been rising home prices. According to Fannie Mae, they’ll continue to climb by 11.2% this year and expand at a more modest rate in 2023.


Inflation and How It Affects Every Industry

Inflation is the rate at which the cost of goods and services rises. Inflation affects and is measured by the consumer price index (CPI), which monitors the average prices of goods and services across categories like food, vehicles, apparel, and healthcare services.