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Insights & Perspectives

Financial Tips for an Unpredictable World Thumbnail

Financial Tips for an Unpredictable World

Rather than trying to react to market mood swings by switching up your investments, here are 16 actions you can take instead. Each is within your control, and any of them can add real value to your financial well-being.

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Five Financial Best Practices for 2020 Thumbnail

Five Financial Best Practices for 2020

What a year it’s been. Remember December 2018? As The New York Times reported at the time, “Stocks plunged in December [2018], posting their worst monthly loss since the financial crisis and the worst December since 1931 and the Great Depression.”

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Reflecting on the Retirement Journey After Climbing Mount St. Helens Thumbnail

Reflecting on the Retirement Journey After Climbing Mount St. Helens

Preparation, a trusted guide, and perseverance—all made a significant impact as my wife and I climbed the majestic Mount St. Helens. Since one has to purchase permits many months in advance, we picked August 2nd for the big day. For those who live outside the Pacific Northwest, early August usually ensures a high probability that it will be warm and, more importantly, dry! The perfect conditions one would hope for when climbing the 8,365 foot summit.

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You, Your Financial Well-Being and the Federal Reserve Thumbnail

You, Your Financial Well-Being and the Federal Reserve

Beginning in December 2016, the U.S. Federal Reserve (the Fed) had been gradually ratcheting up the federal funds rate, until it reached its December 2018 level of 2.25–2.50%. Effective August 1, 2019, that changed: The Fed lowered the federal funds rate by a quarter point, to 2.20–2.25%.

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Good Financial Advice Thumbnail

Good Financial Advice

In today's climate of one-page financial plans, bargain-basement fund pricing, and automated investment management tools, you may wonder whether you still need a living, breathing financial advisor.

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