You’ve probably heard of asset allocation and how it’s a strategy for long-term returns. But just what does asset allocation mean?

Are you considering insurance for a furry family member? Before you buy pet insurance, consider these points.

New year, new resolutions. Here are six financial best practices (plus a bonus) for 2019.

There’s a term that applies to many holiday gifts—deadweight loss, or the wrong gift to the wrong person. Here are some tips to make the most of giving.

An approach to equity investing that uses the global opportunity set available to investors can provide diversification benefits as well as potentially higher expected returns.

Don’t be hasty when moving in retirement. Here are some questions to ask yourself when considering a move.

Rest assured that even when prices are falling, people are still buying. The market is doing its job, and we believe the rewards will be there if you remain disciplined.

Will stock prices continue to tumble, or will they will regain their footing? We can help you through current conditions, whatever they may be.

Your investment plans aren’t there to eliminate uncertainty. They’re there to counter the temptation to succumb to it.

Identity thieves would love to get your kids’ Social Security numbers. Here’s how to help protect your children against identity theft.

Fraudsters and thieves are ready to steal your identity and your money. Here’s how to stop them.

Dining out consumes about 50% of the average American’s food budget. Here are some ideas to eat well and spend less.

We take a look at a new book offering interesting ideas on reducing the risk of investment black swans.

Here are some quick facts that may argue against the notion that this stock market is too highly priced.

We can all fall prey to feelings that we’ve wasted our money, making sound decision-making impossible. When sunk cost syndrome comes calling, consider the help of an objective third party.

Does three full days of tax seminars sound like heaven? Embrace your inner tax nerd and learn about these “aha” tax planning moments.

We aren’t just guided by our education and abilities. Our beliefs can have a huge impact. If your beliefs are limiting, then you may miss out on opportunity.

Your teen may be excited about their new driver’s license, but you may find the experience expensive. Here are points when shopping for car insurance.

When asked by friends or family members to lend them money, what do you do? First, take notice of these two aspects.

A donor-advised fund can provide you flexibility in giving to charity while helping you control your taxes.