Stay Calm and Prepare for Another Wave of Pandemic Panic | Paul Fain   Election Day is over. The sun rose the following morning. The stock market did not crash. So our attention has turned back to the pandemic. A second wave of the virus is surging across the nation. To wit, I was hospitalized

Christmas Giving Tips and Tricks | Brooke Piper   I love Christmas. I love the Christmas cookies and food. I love Christmas lights. I love watching Christmas movies. I love decorating my house to the most extreme. Most importantly, I love giving gifts to the people that I love in celebration of the best gift

Hang in There, Things Will Get Better | Paul Fain   Several weeks ago, I (virtually) attended the Vanguard Advisor Symposium. Sidebar: One of the unexpected silver linings to the COVID pandemic has been access to great meetings without the hassle and expense of air travel and hotels. The event kicked off with a presentation

Risky Business | Suzanne Himes, CFP®   Why do we talk so much about risk assessment? The financial markets are always reacting to a variety of global events and this volatility can be unnerving for individual investors, especially if investing without first understanding one’s personal risk profile. So, how do you begin to decide how much

Silver and Gold! By Steve Carlson   “Silver and Gold!  Silver and Gold!  How do you measure its worth?  Just by the pleasure it gives here on Earth!”  – Sam the Snowman from Rudolph the Red-Nosed Reindeer I can’t help but think about Cornelius the prospector from the Rudolph movie when people ask about investing

What Should I Do With My Money?  It Depends… | Paul Fain, CFP®   From the perspective of personal financial planning, the answer to many of life’s complexities is, “It depends.” Of course, we all prefer black and white answers to important questions. But “It depends” fails to give us any certainty of outcomes. Here are