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Your Changing Identity in Retirement

Have you considered the emotional aspects of retirement and how to plan wisely for your identity change? If retirement is knocking on your door, you may want to start preparing yourself emotionally for it now, because preparation goes beyond making … Continue reading

2018 Second Quarter Market Report

The U.S. equity markets suffered a small setback in the first quarter, but the second quarter brought us back into positive territory, being led by small companies represented by the Russell 2000 index. International markets, however, were negative, likely in … Continue reading

Top 5 Mental Errors You Make When Investing

Even the most perceptive and experienced investors, can fall prey to mental errors or biases that lead to poor investment decisions. After all, we are all human, and the emotional part of the brain is faster than the rational part. … Continue reading