Financial Education Center

Market Month: January 2021

Stocks were able to weather the storm of events that occurred throughout January, despite investors having numerous reasons to move away from equities.

What Drives Investment Decisions, Our Hearts or Our Minds?

Undoubtedly, 2020 will go down in history as a record setting year, but also as one of, if not the most, hated and devastating year in modern time.

Social Security and Medicare Face Financial Challenges

Most Americans will eventually receive Social Security and Medicare benefits. Each year, the Trustees of the Social Security and Medicare Trust Funds release lengthy reports to Congress that assess the health of these important programs.

Revisiting the 4% Rule

Saving for retirement is not easy, but using your retirement savings wisely can be just as challenging.

Annual Market Review 2020

Over the past 12 months, we have endured a global pandemic resulting in numerous deaths and hospitalizations, mass layoffs, a sinking economy, and a contentious presidential election. Our lives and lifestyles changed, where working and learning from home became the "new normal," and in- person communication was replaced by virtual meetings. In short, 2020 was a very memorable year that tested our resolve, patience, and courage.

Market Month: November 2020

Despite a downturn on the last day of the month, stocks rebounded impressively in November from a moribund performance in October.