Financial Wellness Center

In 2020, three companies in the S&P 500 index announced plans for stock share splits, down from 102 companies in 1997 and seven in 2016.1 As an...

“You can’t time the market” is an old maxim, but you also might say, “You can’t always time retirement.” Market losses on the front end of...

When it’s time to prepare the next generation for a financial legacy, you might want to bring your family members together to talk about money. But...

This year has been challenging on many fronts, but one financial opportunity may have emerged from the economic turbulence. If you’ve been thinking...

Stock market volatility clearly reinforces at least one important investing principle: Short-term goals typically require a conservative investment...

The Federal Reserve’s unprecedented efforts to support the U.S economy during the COVID-19 pandemic include a commitment by the Federal Open Market...

While visiting an amusement park this summer may not be possible for everyone, the stock market has provided a number of exhilarating rides to make...

Do you have a goal you want to accomplish? Buy a new car? Save for college? If so, you're more likely to be successful if you have a...

After losing ground in 2018, U.S. stocks had a banner year in 2019, with the S&P 500 gaining almost 29% — the highest annual increase since 2013.1...

By: Kelly Majdan, AIF, QPFC, CRPS – Managing Director, World Investment Advisors When I left the corporate world to go independent, I entered the...