Why We Must Stick to a Financial Plan When Markets are Volatile

Periodically, investors are faced with increasing volatility and a US stock market that may be heading into a correction. The relentless media coverage seems intent on making investors doubt that a long-term investment plan will continue to work. Carl Richards, who is...

Investing 101: A Beginner’s Guide to Start Investing

Basics of Investing These days, we are inundated with information about investing. If you do a Google search for information about investing, you will find a wide range of topics, opinions, and information. We found that this leaves people further confused because...

Investing Tips for Millennials

3 Investing Tips for Millennials  Millennials know it’s important to start investing, but where do they start? After all, investing earlier on can yield much higher returns for retirement and other financial goals. Here are some considerations and tips for...

Bond Basics: Bond Yields and Your Investment Decision

Image credit: Creative Commons Zero – CC0 Yields on bonds have fallen in recent years and have remained low for some time. What is one to do that is accustomed to receiving interest through bank accounts, certificates of deposits (CDs) or bonds?  Income-seeking...

A Case for Owning Bonds in a Volatile Market

Periodically, we post questions from clients and prospective clients with our answers to them. One of our prospective clients asks about owning bonds in a volatile market. We want to discuss the merit of bonds in this context. Question: When the bond market tanks, do...