What a wild ride it has been. The Standard and Poor’s 500 Index, after suffering the worst ever start to a year, reversed in March and closed the first quarter with a small gain.

To build a business you need access to money, especially if you want to grow quickly.

Time is running out! The deadline for a 2015 traditional or Roth IRA contribution is the same as the tax-filing deadline – April 18.

Plan sponsors have a growing duty to understand the complexities of retirement plans.

As investment managers, it is common for friends, acquaintances, and sometimes clients to ask us where we think the market is headed. Another question we are asked is whether or not we are in a bull or bear market.

Small business owners face a myriad of pressures and responsibilities.

The world’s central bankers are continuing to look for a way out of the global debt morass that continues to slow economic growth. Their latest iteration? You guessed it, NIRP, or Negative Interest Rate Policy.

After being in the workforce for decades, the thought of transitioning into retirement can be stressful.

Are you sending a student off to college in the near future?

A few years out from retirement many people begin to seriously ponder the things they should be doing now to be better prepared when that day arrives.

Read Melissa's article on how to change your perspective on financial advice.

In 1949, Benjamin Graham published The Intelligent Investor, which became one of the most widely acclaimed books ever written on the topic of investing...

As a single professional woman, you work hard to balance work and home—but sometimes it feels like you can’t do everything as well as you’d like to.

The Bloomberg News story goes on to point out that “the idea behind asset allocation is simple; when one market struggles, it’s OK because an investor can jump into another that is thriving. Not so in 2015.”

Every January, many in the financial industry make forecasts about what will transpire in the coming year.

A good attorney is an absolute necessity in the divorce process. But, what about the financial considerations beyond legal advice?

How does an investor deal with market volatility? And how does an investor profit from volatility?

Losing a loved one can be paralyzing. In the midst of emotional numbness and heartbreak, the pressures of finances begin to creep in.

The Chinese stock market, as measured by the Shanghai Composite Index, crashed 6.9% on Monday January 4, 2016, triggering circuit breakers that shut down the market.

Please raise your hand if you feel like you have enough time in your day to grow professionally, spend ample time with your family, keep your home maintained, stay on top of your other responsibilities AND aggressively tackle your financial goals. Anyone? Anyone?

Many of our near-retirement and retiree clients have heard discussions of Social Security claiming strategies on the golf course or in their book club, but don’t know how they impact them.

Let’s establish something—Social Security is complicated.