The Advisor Blog

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Smoothing Market Ups and Downs

After the wild ride of 2020, the U.S. stock market was relatively calm in 2021, but there was still plenty of volatility. There were 55 days when the S&P 500 index – generally considered representative

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Four Basic Principles of Financial Literacy

It is widely recognized that financial literacy impacts a person’s overall economic success. In fact, studies have shown that individuals who are exposed to economic and financial education at an early age

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Understanding Social Security

Approximately 69 million people today receive some form of Social Security benefits, including retirement, disability, survivor, and family benefits. (1) Although most people receiving Social Security

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Homeownership

What is it? If you’re like most consumers, homeownership involves the largest financial transaction you’ll participate in during your lifetime. As such, it’s no wonder that the process of buying or selling

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Credit Cards

The miracle of plastic It’s so convenient. Pull out a plastic card and you can purchase a designer suit at that new boutique, dinner at your favorite restaurant, groceries at the supermarket — or all three.

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