How rebalancing helps keep your portfolio on track

How rebalancing helps keep your portfolio on track

Revisiting your allocation helps keep your financial plan aligned with your goals, risk tolerance and time horizon. When your portfolio is first constructed, it will ideally reflect your investment objective – a combination of your goals, risk tolerance and time...
6 things to remember when markets fall

6 things to remember when markets fall

Markets and Investing Maintain your composure – and long-term focus – when volatility emerges. It can be unsettling for investors when their portfolios and the markets start heading into the red. Here are six investing basics to keep in mind during volatile times. 1....
Strategies for paying an unexpected tax bill

Strategies for paying an unexpected tax bill

Tax Planning Surprised by a tax bill this year? Consider ways to pay without interrupting your financial plan. Filing season is underway, and many working Americans are already receiving their refunds – but what happens if you were expecting to break even or receive a...
Can you distinguish cash fact from cash fallacy?

Can you distinguish cash fact from cash fallacy?

Markets and Investing Combat common cash myths with cold, hard facts. We hear it all the time. Cash is king. And like a monarch, cash isn’t worth much if it just sits there doing nothing. No less an authority than the Oracle of Omaha himself, Warren Buffett, makes it...