Financial Education Center

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.

Retirement: Proceed With Caution Before Relying on General Rules

When investing for retirement, you're likely to hear a lot of well-meaning guidance from family, friends, and others offering advice — even the media.

2020 Year-End Tax Planning Basics

The window of opportunity for many tax-saving moves closes on December 31, so it's important to evaluate your tax situation now, while there's still time to affect your bottom line for the 2020 tax year.

October Market Review

Stocks fell again in October for the second straight month as a combination of rising Covid cases and pre-election anxiety made investors nervous. In addition, hopes for another round of stimulus from Congress faded as politicians couldn’t come to any agreement and talks stalled.

Vote With Your Ballot, Not With Your Wallet

Election Day in the U.S. has come and gone once again and while the full outcome may still be uncertain, one thing we can count on is that plenty of opinions and predictions will be floated in the days ahead surrounding the vote.