Following the Inflation Debate

During the 12 months ending in June 2021, consumer prices shot up 5.4%, the highest inflation rate since 2008. Was the “base effect” to blame?

September Market Recap

Markets continued to rally in August, with all three major U.S. indices setting record highs. What does the recent surge in COVID-19 cases mean for the markets moving forward?

Rightsizing or Downsizing Pre-Retirement

If you’re thinking about downsizing or right-sizing your home prior to retirement, you’re not alone. Watch for insights on how selling your home can affect your finances.

Stock Market Risks in the Spotlight

Take a closer look at some specific types of investment risk that could influence individual stock prices and/or cause broader stock market swings during the second half of 2021.

Traits of Millionaire Women

How does a millionaire woman look? Well, millionaires – women and men – come in all shapes and sizes.