The U.S. Department of Defense recently announced that a major security breach has exposed nearly 3 billion personal information records. While the scope of the breach is still being assessed, authorities have confirmed that it involved unauthorized access to a...

Retiring Soon? Read These Six Tips on Retirement From Happily Retired 80-Year-Olds Many of our clients have retired recently, and many more plan to join them in the next couple of years. In fact, more than 11,000 Baby Boomers per day will transition to retirement in...

It is quite normal for investors to occasionally check the balance of their investment accounts.  After all, that balance is often the result of a lifetime spent working hard, saving well and delayed gratification; and can serve as a good barometer for financial...

There have been several studies looking at how men and women invest differently that are pretty interesting. In honor of Women’s History Month, it may be appropriate to call attention to the fact that most studies have shown that women fair better as investors than...