You shouldn’t have to cross your fingers and hope for a strong stock market to coincide with your short-term goals. And right now, you probably wouldn’t want to. Because you’re working within a short ...

I often talk about “bucketing”—structuring a portfolio based on anticipated spending needs—in relation to overall retirement spending. Parking near-term spending needs in cash, intermediate-term ...

You shouldn't have to rely on a robust stock market to achieve your short-term goals, especially in the current climate. When working with a shorter time frame - say two to six years - your investment ...

At any one time, most people are pursuing multiple goals: answering email, doing the laundry, choosing how to invest retirement savings, helping a child with their math homework. When confronted with ...

Whether you’re aiming for a leadership role, planning a career pivot or simply want more clarity into which direction you want to grow, setting intentional goals is key to long-term success. However, ...

Meagan is a former Series 7 financial advisor and current writer focused on blending straightforward information with a dose of humor on topics including equity investments, insurance products, and ...