Performance Following the trend of the tumultuous first half of the year, U.S. stocks moved lower in the third quarter. International stocks also fell; developed markets and emerging markets both … Continued
People say there are three topics you don’t talk about: politics, religion, and money. Now, we won’t speak to the first two, but we can confidently say that talking about … Continued
REVIEW THESE 10 STEPS TO IMPROVE SECURITY The ubiquity of technology creates an abundance of convenience, efficiency, and enjoyment in our lives. However, our digitally connected world offers unbound opportunities … Continued
You’ve no doubt heard about the rise in cybercrime and identity theft in the mainstream media in recent years. And we’ve certainly tried to address this important topic in our … Continued
Nathan Mersereau, CFP®, President of Planning Alternatives joined Channel 4 to discuss the importance of saving for retirement in the new year. Watch the video below to learn more.
Wealthy individuals who’ve spent years or decades working hard, saving diligently and dutifully following a carefully constructed financial plan often confront a unique challenge: getting comfortable actually spending their money. … Continued
Performance Concerns about slowing global GDP growth and higher COVID-19 delta variant infections weighed on stock returns this quarter. The combination of these effects spurred a rotation from sectors that … Continued
Use Caution When Sharing Your Information With Retailers Whether shopping at stores in-person or online, many retailers will prod you to sign up to become a member of their customer … Continued
