“I don’t know” is often the difference between success and failure in the investment world. Unfortunately, these three words are rarely heard across the investment industry, which is built on the illusion of certainty. However, it is important to remember that how investors approach things that are unknowable is far more important than anything that can be known.

In this video, we review the different stock exchanges, the various market indexes, and other common buzzwords you hear in the financial media.

For some couples, retirement is a breeze; they can enjoy opportunities such as going south in the winter to a second home without worrying about the budget.

When it comes to investing for retirement, taking advantage of your employer-sponsored retirement plan is a great first step. But do you know where to invest additional cash that did not originate from your employer, like a cash bonus, an inheritance, or a lump sum from a life insurance policy? In this webinar recording, we discuss some investing options outside of your retirement plan, including the pros and cons for each.

Investment markets around the world are experiencing unprecedented volatility which may have you asking yourself: What is happening and how concerned should I be? We wanted to share our thoughts on how you may want to view the current market environment so that you can make informed decisions.

An important part of your investment portfolio is ensuring that you have the right kinds of assets (stocks, bonds, cash, etc.) in the right proportions. In this Lessons in Financial Experiences (LIFE) episode, we dive into the basics of asset allocation and how it can impact your ability for long-term financial success.

The first three months of 2022 have been a roller coaster for markets. With the war in Ukraine and the financial war on inflation, investors have had to monitor unpredictable headlines seemingly by the hour. But even in this event-driven market, there are still positives to look forward to in the year ahead.

After several weeks of buildup and anticipation, Russia launched a full-scale invasion of Ukraine last night. Rocket attacks on key infrastructure, cyberattacks on government websites, and troop advances follow on the heels of a massing of military forces on the Ukraine border as well as several previously Russian-held areas of Ukraine.