The uncertainties we face in retirement can erode our sense of confidence, potentially undermining our outlook during those years. Indeed, according to the 2017 Retirement Confidence Survey by the Employee Benefits Research Institute, only 18% of retirees [...]
Social Security is a critical component of the retirement financial strategy for many Americans, so before you begin taking it, you should consider three important questions. The answers may affect whether you make the most of this [...]
Most portfolios are constructed based on an individual's investment objective, risk tolerance, and time horizon. Using these inputs and sophisticated portfolio-optimization calculations, most investors can feel confident that they own a well-diversified portfolio, appropriately positioned to pursue [...]
Carve your name on hearts, not tombstones. A legacy is etched into the minds of others and the stories they share about you.¹ -Shannon L. Alder The desire to leave a legacy may be the height of [...]
Most understand that waiting to claim Social Security benefits can result in higher monthly payments. However, many don’t know that there are other ways to maximize their benefits, some of which depend on their marital status. [...]
WMG 4th Quarter Conference Call In case you missed it, click to hear the full quarterly conference call that took place on Thursday, October 25th! We hope you’re looking forward to a beautiful autumn. This [...]
The words ‘bear market’ have been bandied about a lot lately. When you read or hear them, remember to respond the same way you would if you saw an actual bear in the woods – by staying [...]
To the relief of many South Africans, Day Zero has been pushed back to 2019. Day Zero is the date on which Cape Town will run out of water, and its four million residents will begin to [...]
In the olden days, the word ‘subscription’ typically was applied to just magazines and newspapers. Today, that’s not the case. Americans are buying everything from meal kits to baby products to vitamins by subscription. A McKinsey & Company survey [...]
Labor Day is set aside to celebrate the social and economic achievements of American workers. It was proposed as a holiday by Matthew Maguire in 1882 while he served as secretary of the Central Labor Union in [...]
