How Should I Invest During the COVID-19 Crisis?

I spent some time this past weekend recording a video entitled, “How Should I Invest During the COVID-19 Crisis?” This video may be helpful for you if you’ve ever wondered:

Retirement Account Rule Changes Under the CARES Act

For many Americans, the novel coronavirus (COVID-19) pandemic has resulted in an immediate need for funds that can provide financial stability. In response, lawmakers have lessened financial burdens through stimulus legislation that includes several temporary rule changes to retirement account withdrawals.

The CARES Act, Economy & Stock Market

You may be asking questions about this unprecedented stimulus package that’s on the brink of being passed by the House of Representatives and are wondering whether you’ll be eligible for a check and what the process might look like for receiving your check. In this video, I address these things and also gives you my outlook on our economy and the stock market.

Retirement Dreams: Distinguishing Fantasy from Reality

Planning for retirement used to be easy. You worked hard until age 65, and then you reaped the benefits of your savings, pension plan, annuities, and social security in order to live out your retirement dreams. That was then...now, the costs of benefits are increasing and pension plans are becoming obsolete. The familiar retirement model is changing before our eyes.

5 Life Stages: Paths to Saving for Retirement

When it comes to saving for retirement, your life can be divided into five stages, each with its own challenges. As you move through each stage, you should consider how much time is left until you retire, how much you can afford to invest toward retirement, and how much risk you are willing to take with your investments. Through proper planning and saving, retirement can be something you look

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

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

How to Turn the Tables on Your Budget

Ladies, it pains me to tell you that we are more confident in our ability to follow a budget than to invest our money and allow it to work for us. Many women handle the household finances, including preparing and following a budget, but according to a recent study by BlackRock, only 38% of U.S. women invest in the financial markets and more than half (55%) say investing is not for "people like

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