April 21, 2022

Estimating the Cost of College

INVESTMENTREAD TIME: 4 MIN It doesn’t take a degree in finance to see the cost of college continues to rise. In its 2017 report, the College […]
April 21, 2022

Rebalancing Your Portfolio

INVESTMENTREAD TIME: 4 MIN Everyone loves a winner. If an investment is successful, most people naturally want to stick with it. But is that the best […]
April 21, 2022

Value vs. Growth Investing

INVESTMENTREAD TIME: 3 MIN Looking at their recent track records doesn’t do much to settle the debate. Over the past decade, as a whole, value stocks […]
April 21, 2022

Mutual Funds vs. ETFs

INVESTMENTREAD TIME: 4 MIN The growth of exchange-traded funds (ETFs) has been explosive. In 2002, there were only 102; by 2020, there were over 7,000 investing […]
April 21, 2022

Inflation & Your Money

INVESTMENTREAD TIME: 3 MIN “If the current annual inflation rate is only 1.4 percent,1 why do my bills seem like they’re 10 percent higher than last year?” […]
April 21, 2022

A Look at Diversification

INVESTMENTREAD TIME: 3 MIN Ancient Chinese merchants were said to have developed a unique way to manage their risk. They would divide their shipments among several […]
April 21, 2022

The Business Cycle

INVESTMENTREAD TIME: 3 MIN What has upswings and downturns, troughs, peaks, and plateaus? Though such terms could easily describe a roller coaster ride, they are also […]
April 21, 2022

3 Estate Challenges for Blended Families

ESTATEREAD TIME: 2 MIN Preparing your estate can be complicated, and if you’re a part of a blended family, estate decisions can be even more complex […]
April 21, 2022

Managing an Inheritance

ESTATEREAD TIME: 3 MIN Inheriting wealth can be a burden and a blessing. Even if you have an inclination that a family member may remember you in […]