Posts by Cortney
Top Estate Planning Mistakes to Avoid
Avoiding common estate planning mistakes will help ensure your wishes are honored and your loved ones are protected from unnecessary tax burdens and complications.
Read MoreAre You Ready to Retire? 4 Questions to Consider
I have accumulated a comfortable nest egg. But am I ready to retire or should I continue working?
Read MoreThe Value of a Financial Advisor: How to Consider the Costs and Benefits
In a world of do-it-yourself home improvement programs and YouTube repair videos, it can be tempting to manage your own money. So, why might one consider working with a professional? Here’s what individual investors should know when assessing the value of working with a financial advisor.
Read MoreHow Your Advisor Can Build a Plan Based on Your Values
An advisor should never recommend a product, strategy or service before knowing what you want to accomplish. So, let’s look at the ways an advisor can build a financial plan based on your values, throughout different areas of financial planning.
Read MoreThe New Year Brings Big Questions for Markets
As we pack away the holiday decorations, we’re reminded that every new year brings fresh opportunities and challenges for our lives and our portfolios. And 2024 is no different — with uncertainty surrounding future monetary policy and a looming presidential election.
Read MoreBalancing Current Bond Yields with Future Rate Changes
Following years of low returns, bonds are bouncing back. From 2022 to 2023, short-term Treasury bill rates have increased from near zero to over 5%.
Read MoreFee-Only and Fiduciary: What It Means for Your Financial Planning
The model in which financial advisors earn income could influence their recommendations, which may impact your return on investments, long-term objectives and portfolio performance.
Read MoreInverted Yield Curve: What Does it Mean and How Should You Invest?
Traditionally, fixed income yield curves are upward sloping, meaning longer-term bonds offer a higher return than their shorter-term counterparts.
Read MoreNavigating Alternative Investment Strategies
For years, stocks and bonds have been the primary way investors could build their wealth. However, we’ve seen remarkable transformation in a third venue: alternative investments.
Read MoreWhat would a recession mean for stock returns?
Recession concerns have been a fixture in the news lately, prompting many investors to wonder about what factors go into a recession announcement.
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