The CFP Board: Blurring The Lines
The fiduciary standard required of Registered Investment Advisors means simple and transparent communications with customers.
Avoid Panic When It Comes to Your 401(k)
Stock market uncertainty can lead to emotional investing. Financial professional Jennifer Farrington, Ph.D., shared her thoughts with U.S. News & World Report @USNews about avoiding panic when it comes to your 401(k).
Adversity and Opportunity
Market drawdowns are adverse situations but wise investors can create opportunities, like asset reallocation and creating emergency cash reserves.
Time to do the Math
No one knows if or when the market will hit rock bottom and recovers until after it's done. Downside risk mitigation can help.
The Corona Pandemic: Emerging From the Crisis
Now is the time to set down our differences and gather up our shared strength, to listen to each other and learn as we each take steps to move forward.
Finding the Silver Lining
The pandemic has given our family an opportunity to assess what's truly important, and that's being together as a family. What about yours?
Financial Planning in A Recession: Managing Downside Risk
Appropriate downside risk management can help you mitigate the effects of a global recession on your own investment portfolio.
The Student Loan Crisis
Student loan debt continues to skyrocket. Be prepared for your children and grandchildren's future by smart investing using 529 plans and other tools.
A Certified Financial Planner . . . The Good, the Bad, & the Ugly
Know what questions to ask a Certified Financial Planner in order to make sure they have your fiduciary interest at heart.
The CARES Act and SBA Programs Whitepaper
Learn about the CARES Act's Paycheck Protection Loans for small businesses and the Small Business Administration's Economic Injury Disaster Loans.