Holistic financial planning helps families. At least half of Americans do not have a written financial plan. However, those who do have a plan say documenting their goals and strategies

Investors are increasingly concerned about continued market volatility in the early 2020s. A recent Natixis survey of institutional investors found a majority of those polled were

American workers used to putting in long hours and overtime often experience a jarring transition to retirement. After all, the average worker racks up about 1,800 labor-hours per year

Investors seek companies to match their values. Historically, most people focus primarily on the bottom line when it comes to evaluating and making investments in the stock market.

The proliferation of new investing technologies – the so-called “robo-advisors” – continues to attract venture capital funding and investors hoping to set and forget their finances.

With a Dow average around 25,000 it would be easy for investors to be relaxed about their invest¬ments. Yet working with an advisor to understand nuances and goals can help through times

With new policies and uncertainty over tax reform on the horizon under the new Trump administration, the next few months are a great time for people to review and possibly revise their current

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