Over the last few weeks, professional financial planners have been fielding calls from clients who are asking the kinds of questions that every professional investor hates to hear.  The Dow has reached (and then fallen back below) 20,000.  Should I take money off the table?

People reach their peak decision-making abilities sometime in their 50s, and then decline slowly until after age 70, when the decline starts to take off more dramatically.  This helps explain why sweepstakes frauds, Nigerian investment schemes and other scams target seniors and retirees.

Most of us suspect that the world is going to hell in a handbasket—or at least getting worse over the long term.  In the U.S., only 4% of respondents will tell you that our world living conditions are improving. 

We hear all the time that medical costs are too high in the U.S., and that Medicare is going to go bankrupt in the future.  The President-Elect recently told us in a press conference that drug companies are “getting away with murder.”  So how high are drug prices, and are those prices contributing at all to the high medical costs in the U.S.?

Anybody who was surprised that the Federal Reserve Board decided to raise its benchmark interest rate this week probably wasn’t paying attention.  The U.S.

Headlines told us that the U.S. economy added 178,000 jobs in November, dropping the unemployment rate to 4.6%—the lowest level since August 2007, and surely an improvement over the 10% rates of the Great Recession.  Those numbers represent great news, and indicate that the country is in strong shape as President-elect Trump takes office. 

One economic statistic that you probably haven’t seen much of in the press is the home ownership rate.  Quietly, the percentage American families who own their own home (versus rent) has fallen to 62.9% in the second quarter of 2016—the lowest figure in 51 years, according to the U.S.

Many of President-Elect Donald Trump’s policy proposals are too vague to analyze, but one area where he has been clear is on reforming our tax system.  Here’s a quick primer on the changes that you can expect to be introduced to Congress in the coming year.

By now, most voters have made up their mind about who they want to serve as their next President.  But what can they look forward to, from an investment and tax standpoint, if their candidate wins or loses?  How will the election affect their portfolio and future net worth?

Your kids graduate from college and face an immediate dilemma: they have no credit history, which makes it harder for them to rent an apartment or get a credit card.  Is there a way the parents can help them without risking their own credit score?