Important COVID-19 Updates. Click Here to Learn More
Close Popup Icon

News & Updates

June 30, 2020

What is lifestyle inflation—and how to avoid it

Do you find yourself worried about your spending constantly, even if by all accounts, you earn a decent living? You might have fallen into the dangerous habit of lifestyle inflation….

June 26, 2020

Predictions on Economic Recovery After COVID-19

After a devastating loss of life and tragedy for many families all over the country, COVID-19 and the subsequent economic crash has led to wild speculation about the future of…

June 26, 2020

How To Deal With Financial Stress

Introduction We know what financial stress is and what it feels like. Sometimes it can be the fire under our bum that gets us to fight for a promotion or…

June 23, 2020

The Growth of Sustainable Investing

Sustainable investing is no longer just a buzzword. Over the past few years, investor and consumer focus has zeroed in on a company’s ESG—its environmental, social and governance factor. Investors…

June 9, 2020

Is the Average American Ready for Retirement?

A comfortable retirement is the culmination of the American middle-class dream. However, income data suggests that many Americans can’t afford middle-class lifestyles while also saving or investing enough to support…

June 5, 2020

How the Wealth Gap Impacts African Americans and Other People of Color

2020 has been a year of trauma for many, which will hopefully result in growth and resilience on a societal scale. It is saddening that it has to take so…

May 29, 2020

Why the middle class has been losing ground with wealth building

What does being middle class mean? There is no official standard that defines the middle class, but historically it has been interpreted to mean a stable income, a modest home,…

May 26, 2020

What Can History Teach Us About Investing?

Is it really possible to build wealth by learning from history? It’s difficult to say, especially considering that the current COVID-19 panic is nothing like anyone has seen during their…

May 22, 2020

Why Trying to Beat the Market is Always a Losing Game

When an investor is in the news for ‘making it big in the stock market’ they’ll often credit being in the right place at the right time, giving the impression…

May 19, 2020

Life Is Going Digital, So Is Investing

With all the power of the internet available at our fingertips, we’d be hard pressed to find an area of our lives that technology hasn’t improved. There are many benefits…