INSIGHTS

How to prepare for a market downturnWe are in the longest bull market in the US history. After more than a decade of record-high stock returns, many investors are wondering if there is another market downturn on the horizon. With so many people saving for Read more
A happy and financially secure retirement is a primary goal for many working Americans. I created a retirement checklist that will help you navigate through the complex path of retirement planning. For my readers who are serious about their retirement planning, follow these 12 steps Read more
As someone married to a physician and surrounded by many friends in the medical field, I know that early retirement is on the minds of many physicians. If you are reading this article, you have probably put some serious thoughts about it as well.Retiring early Read more
As we approach the close of 2019, we share our list of 12 end of year tax saving tips. Now is a great time to review your finances. You can make several smart and simple tax moves that can help lower your tax bill and Read more
Highlights:S&P 500 recorded a modest gain of 0.9% in the third quarter of 2019 Ten-year treasury rate dropped to 1.5% before bouncing back to 1.75% S&P 500 dividend yield is now higher than the 20-year treasury rate Manufacturing index hits contraction Read more