Personal Investor

We're here for you as always

The last few weeks have been difficult. The exogenous shock of COVID-19 has created an atmosphere of confusion and panic across the globe.

Credit Score

Individual credit scores and what affects them can be a complicated and sometimes a mysterious part of personal finance.

Are you spending as much time following your finances as you are your NCAA Bracket?

After months of watching different college teams, listening to post-game recaps, and shocking injuries we are now in the middle of March Madness.

What should I do?

Showcased by gains in the S&P 500 for all twelve months, 2017 was the least volatile year in the stock market since at least 1986.

Has the rally left your portfolio exposed?

Investors in the stock market have enjoyed strong performance, for the most part, since the lows of 2009 — the S&P 500® index, for example, has risen in excess of 225%. And in addition to strong returns, we have seen little of the volatility that typically scares investors out of the market.

The one rate that is more important than return

Investors have a laser focus on returns, which makes sense. Making the most of what you have saved means finding a high-return option in an appropriate risk and expense category. But there’s a rate that’s far more crucial to your rate of return, when it comes to retiring with the most resources possible.

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