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Even as the number of new cases and deaths from Covid-19 continue to rise globally, the stock market is beginning a comeback. Indeed the...

In response to the coronavirus crisis, the IRS announced several changes to the tax filing season this year. For those of you who have n...

As of this writing the Corona Virus Aid Relief and Economic Security (‘CARES’) Act, a $2 trillion emergency fiscal stimulus package, has ...

We have seen exceptional market volatility during the past few weeks as stocks have fallen quickly, risen quickly and then reversed cours...

Whether you are new to investing or already have holdings in mutual funds, you may not fully understand what exactly mutual funds are, how...

Downsizing your house in retirement can make a lot of sense, especially when you are looking for ways to make your retirement dollars go ...

I love the idea of annuities. Wouldn’t it be wonderful if retirees could simply get ‘minimum returns’ or ‘guaranteed withdrawals’ from t...

With the beginning of a new year, we hear and think a lot about goal setting. ‘Tis the season for it! Without being cliché, goal settin...

By almost every measure 2019 was an exceptional year. Not only did the stock market in the U.S. and globally have their best year since ...

Stock markets around the world sold off this week on rising risks of a trade war between the United States and China. With the worlds la...

By Jared Franz and Darrell Spence: Capital Group When is the next recession? That’s one of the questions we hear most often. And for goo...

Diversification hasn’t mattered much over the past few years. U.S. stocks have consistently outpaced non-U.S. markets. Even within the U....

I was asked this week whether Cedarstone is a Fiduciary. The answer is yes, of course. From its origins Cedarstone has been held to the...

As most economists expected, the Federal Reserve held interest rates steady last week. Despite the uneventful outcome on rates, markets ...

It’s so easy to do and seems so reasonable. If you have a mutual fund that is underperforming, why not simply swap it out for a fund tha...

In his book Behavioral Finance and Wealth Management, CFA and CFP Michael M. Pompian begins his examination of 23 different behavioral bi...

While your advisor is legally required to provide you with periodic financial statements on your accounts, it can be difficult to deciphe...

During the month of December mutual funds often make large cash distributions to shareholders based on the capital gains that were recogn...

Over the past 8 weeks, the S&P 500 has erased its gains for the year and is now officially in correction territory with a 10% decline fro...

You may have heard it said that you don’t know what you don’t know. It’s certainly not a ground-breaking concept, but it is nevertheless ...