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Even the biggest companies have uncertain futures, highlighting the need for broadly diversified investments.
In homage to tax season, here’s information about a favorite tax break: the qualified charitable distribution.
Once we understand the financial risk of a long life, equities become more important to our investment plan.
Are you a Florida Retirement System special risk employee with a child who has special needs? Watch this video to help make informed decisions regarding your survivorship options.
Is peer-to-peer lending right for you? Read this blog to understand how it works and the potential risks and rewards.
Northstar Financial Planners in Plantation, Fla., sponsored the Fight for Air Climb – Miami event on March 2, with Lead Advisor Charlie Thomas taking part in the climb.
Markets can’t be consistently timed, primarily because the economy can’t be consistently forecasted.
Exchange-traded funds catering to flavor-of-the-month themes are less likely to stand the test of time.
Is your income so high that you can’t contribute to a Roth IRA? Here’s why a backdoor Roth IRA may work for you.
Steps to provide for your pets in an estate plan.
Some FRS Special Risk folks can do their financial planning on their own. For others, a wealth manager can really help. Here are points to help you decide.
It’s better to be disciplined than make investment decisions based on elections.
Here are the advantages and disadvantages of naming a revocable trust as the IRA beneficiary.
The documentary “You Are What You Eat” has some interesting parallels for investors.
Here’s how the intersection of climate change and the economy affect everyday consumers.
A globally diversified portfolio can help provide more reliable outcomes over time.
Many investors have expressed concern over the impact that servicing this level of debt could have on the stock market. But the historical data show little relation between the two.
Here’s the history and reasons for the Federal Reserve’s 2% target inflation rate, plus tips to help protect your finances against inflation.
Florida’s homeowners face sky-high insurance premiums and insurers abandoning the state. Here’s why and tips to help stay affordably insured.
Short-term securities generally offer less risk than longer-term securities. Here are the pros and cons of the most popular short-term securities.
It’s important to note how much of this year’s U.S. advantage stemmed from a handful of stocks.
Stress-testing your financial plan can help you plan for economic, market, and personal changes that affect your retirement.
A comparison of low-volatility strategies with a 70/30 mix of global stocks and bonds.
The largest companies are no exception to the rule that past performance does not guarantee future results.
9 tips for the college-bound child or grandchild in your life.
FRS Special Risk employees can do the traditional deferred comp option, the Roth option, or both. Here are factors to consider.
The subject of dividend investing can be confusing, so here’s a brief primer.