Why You Should Stay Invested Through Tense Times

Crises pass, and markets eventually regain equilibrium. Provided by Reeve Conover – Conover Consulting We have seen some uneasy times lately. Uneasiness impacts the financial markets. When it does, we all need to keep some long-term perspective in mind. Those who race to the sidelines and exit equities may regret the choice when crises pass.

Translating Stock Market Jargon

The meaning behind some of that Wall Street lingo. Provided by Reeve Conover – Conover Consulting Have you ever been confused by the jargon used on Wall Street? Perhaps it is time to translate some of those esoteric stock market terms into plain English.

Robo-Advisor vs Human Advisor

If an investor chooses a non-human financial advisor, what price could they end up paying? Provided by Reeve Conover, Conover Consulting Investors have a choice today that they did not have a decade ago. They can seek investing and retirement planning guidance from a human financial advisor or put their invested assets in the hands of a robo-advisor – a …

End-of-the-Year Money Moves

Here are some things you might want to do before saying goodbye to 2016.  What has changed for you in 2016? Did you start a new job or leave a job behind? Did you retire? Did you start a family? If notable changes occurred in your personal or professional life, then you will want to review your finances before this …

Your Annual Financial To-Do List

Things you can do before & for 2017.                         What financial, business, or life priorities do you need to address for 2017? Now is a good time to think about the investing, saving, or budgeting methods you could employ toward specific objectives. Some year-end financial moves may help you pursue those goals as well. What can you do to …

Holiday Wrap-Up

A look back at 2016 thus far   The year in brief. Investors will likely remember 2016 as a year of two momentous votes and one monetary policy decision. This year brought the Brexit referendum in the United Kingdom and a surprise presidential election victory for Donald Trump, and it now appears probable that the Federal Reserve will raise interest …