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Investment Fundamentals: Bear Market

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Out of the various animal spirits that sometimes haunt Wall Street (bulls, dogs, black swans or unicorns, anyone?), the bear is perhaps the most feared among investors. Why? A bear market—defined as a decline of at least 20% in a broad stock…

Investment Fundamentals: What is Inflation?

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Inflation is a measurement that tracks the change in prices of goods and services over a set time period. In the U.S., inflation is often measured by the Consumer Price Index (CPI) or the Personal Consumption Expenditures Price Index (PCE).…
market volatility Szarka Financial

Revisiting February 2018: How Did You React to the Selloff?

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On February 8, 2018, U.S. equity markets closed in correction territory—with the S&P 500 Index and Dow Jones Industrial Average having plummeted by more than 10% from their respective all-time highs over a period of just nine hyper-volatile…

Diversification: The Boring Winner

  In a world where the best- and worst-performing asset classes tend to dominate the headlines, it’s easy to lose sight of the fact that a diversified investment portfolio is generally the most reliable approach for meeting long-term…
Why Women Need More Money in Retirement Than Men - Rick Martin

Why Women Need to Save More for Retirement Than Men

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    FACT: The number of wealthy women in the United States is rising twice as fast as the number of wealthy men. Experts estimate that by 2030, women will control as much as two-thirds of the nation’s wealth.1 That is good…
Sandwich Generation - Mark Stratis

Sandwhich Generation: Caring for Children and Parents

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Are you a part of the “sandwich generation”? Are you providing support and care for your parents as well as your children? Then this article will speak to you. As we continue to experience the effects on society and the economy of our…

Planning For Your Later Years

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“When he was younger, our Senior Financial Planner, Chuck Conrad, was a member of an elite Army Ranger unit, and back then proper planning could make the difference between life and death for himself and the others in his squad. His instructors…

4 Common 401(k) Pitfalls

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  If you are saving for retirement, like many Americans, your main vehicle to do so is probably some form of defined contribution plan such as a 401(k) or 403(b) plan. The problem is the average American is not saving enough and many…

Teach Your Children Well

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I borrowed the title of this article from a song by Crosby, Stills & Nash because it seemed very appropriate. I recently read an article written by Ric Edelman about the 50th anniversary edition of The Game of Life. This game was fun to…
How do I accomplish my bucket list

What are the Top 3 Things to do to Accomplish your Bucket List?

  Summer is here and everyone is thinking summer vacation and tackling things on their Bucket List. What are the top three things to do to accomplish their Bucket List? How do you know what is reasonable and what you can afford?…