2020 Outlook: Continued Growth or Recession?

As we made our way through 2019, signs of softening economic conditions became increasingly apparent, even while consumer confidence remained high and job growth came in better than expected. Now, as we look ahead to a new year, the path is somewhat unclear. Will the economy continue in slow-growth mode? Or will we see the recession many media and industry pundits have warned about?

How to Invest in 2020

2019 has been a great year for U.S. financial markets but there's an underlying sense that investors are beginning to do a gut check over recent and rising risks in the economy, political landscape, and financial markets. Everyone's wondering, "What's next for stocks and bonds?" The last few months of 2019 have reminded us that markets can still be rewarding. But in late-2018, we were all worried

It's a New Year. Get a New Money Plan!

Now is the PERFECT time to take control of your finances! Are you feeling like you could make better decisions about your money? Are you unsure of what else you should be doing to make the most of every cent? Do you know if you’re “on-track” compared to others in your income category? Do you think you’re doing well but wonder if you could be doing better? These are all questions I can help you

Guidance for Remaining Calm During Volatile Times

There are several certainties in life—death, taxes, and, yes, market volatility. Fluctuations in your 401(k) or retirement savings account can stir up feelings of stress, panic, and anxiety, particularly when your hard-earned retirement dollars are at stake. But overreaction to these fluctuations is one of the biggest risks that retirement investors face. So in turbulent financial times,

Socially Responsible Investing

You may have heard it called "green investing," or "values-based investing," but what do those terms mean? What is socially responsible investing? According to The Forum for Sustainable and Responsible Investment, sustainable, responsible, and impact investing (also called "SRI" or "socially responsible investing") is "an investment discipline that considers environmental, social, and

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