Financial Education Center

Market Month: February 2021

February began on a high note as investors drew encouragement from strong fourth-quarter earnings reports and encouraging employment data. However, news was not all positive. The COVID-related death toll in the United States reached 500,000. Nevertheless, two vaccines were rolled out last month, with a third one on tap for release in March.

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.