Survival of the Financial Fittest

The coronavirus pandemic worsened income and wealth disparity in the U.S.1. However, if you were on a good path for retirement planning and financial stability, chances are you were in…

Read More

Guaranteed income for life—in any market

The Insured Retirement Institute (IRI) – a trade association for the retirement income industry – advocates annuities as a vehicle that can help provide retirees income, guaranteed by the insurer.…

Read More

Pitfalls to be Aware of This Tax Season

Millions of Americans took advantage of the delayed tax-filing deadline in 2020. In fact, according to one survey, 11% of taxpayers filed their 2019 returns after the July 15 extension,…

Read More

The Social Media Investor

But Paul, so and so from social media told me to put all my money in this company!” With the increase in media attention the past couple of months, I…

Read More

Vaccines and the Stock Market

If there’s one thing that can move the economy and stock market forward, it’s hope. This year, that hope is being presented in the form of COVID-19 vaccines. Economists and…

Read More