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Keep Calm and Carry On: What To Do When Markets Go Down

The ups and downs of the market, otherwise known as volatility, are a normal part of investing, but that doesn’t make it any easier to stomach when the market experience significant downward swings. The early weeks of August were a reminder that investing in equities can sometimes be a roller coaster ride. As with roller coasters, market rides are not for the faint-hearted.

Investments Market Volatility money scripts jargon-free plain english
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What is Your “Return on Life™?

Your financial plan should be a vehicle that takes you where you want to go. If you’re fixated on “having enough money,” then your plan, and the life it provides you, will be stuck in a cul-de-sac....

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Seven Keys to Your Financial Planning

Your heart sinks as you enter your financial advisor’s conference room. You see the big binder sitting on the table in the spot reserved for you. Fifteen minutes into the meeting, your eyes glaze over from all the charts, graphs, questions and financial jargon...