Retirement Risk Report: Will You Outlive Your Money?

Using your current financial statements, knowledge of your own retirement goals, and some other easily obtainable information, this one-page document can quickly help you determine whether you’re carrying significant risks in your current financial strategy that may put you in jeopardy of outliving your money. It can also be the first step in helping you…

Protect Yourself from the Dangers of Inflation

After more than a decade of hovering at normal-to-below-average levels, inflation became a hot topic again in 2021 when it rose to over 4%. By March 2022, it had hit a 40-year high of 8.5%. This prompted the Federal Reserve to take its usual course of action to combat inflation: raising short-term interest rates. Over…

TR = I + G Guide

There are many misconceptions about investing. One is that the terms ‘growth’ and ‘return’ are synonymous. They are not. Total return is a sum of two things: income plus growth, as illustrated in the formula: TR=I+G.