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07 Aug
What Should You Do About Market Volatility?

By Colleen Weber, CFP®, CPA

The U.S. stock markets had the worst day of the year on Monday, reacting to news of escalating trade issues with China and fears of an economic slowdown. After the Dow closed down 767 points, investors are understandably nervous. If you are worried about your retirement accounts, you’re not alone. But during stock market volatility, it’s important to keep a level head to avoid financial mistakes.

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07 Aug
5 Retirement Challenges High-Net-Worth Individuals May Face

By Colleen Weber, CFP®, CPA

You experience all types of emotions when you retire—pride for the hard work you’ve accomplished over the years, sadness and relief that it’s coming to an end, and uncertainty and joy as you move into the next chapter of your life.

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