Late this summer, a large life insurance company raised the amount they deduct monthly from the policy's accumulation value. For policyholders, this could mean a change in premium payments or a decreate in coverage.
Stocks: Successful investing requires a long-term holding period for stocks, the conviction to ride through sometimes turbulent waves, and occasionally, the fortitude to buy when others are panicking and selling. We viewed the th
Increasing concern about China’s economy, accompanied by a modest (but unexpected) devaluation of their currency, led to a sharp drop in global equity markets in late August, with the S&P 500 Index falling 12% from its high reached just a mont
We wanted to do an article on the rising population of Centenarians in the United States. Being the eldest member on the SHWM team I was graciously elected, as if this distinction made me an expert. I will say the research was interesting.
Many of our clients tell us that charitable giving is a fundamental part of their lives, one that is a joy and an honor. Their charitable giving approaches range from causes as simple as donating loose change to the Cub Scout who knocks at the do
It’s never too early to start saving for your child’s college education. In fact, unless you started saving when your child was newborn, you could end up short the funds needed to put her in her first-choice school.
As we mentioned at the beginning of the year, we still believe that stocks will outperform bonds and cash this year. Low money market rates and low bond yields help make stocks look relatively attractive.