Financial Library

Midterm years tend to see moderate to large pullbacks in the stock market, but returns a year later have historically been significant.

From the start of 1980, the purchasing power of a dollar fell more than 70% by the end of 2021.

There are many factors that impact stock market returns, but one common concern of investors is how the stock market will be impacted by a change in America's President.

Volatility is not a recent phenomenon. Each year, there is the potential for the market to experience a significant correction, which for the S&P 500 has averaged approximately 14% since 1980.

Wars and conflict have been a constant throughout history, however recent events might cause us to look at how the stock market has performed during past times of war.

A well-diversified portfolio is designed to help you achieve your long-term goals, but it doesn't always feel good.

Our 2023 Tax Guide will provide you with updated information on retirement plan contribution limits, RMD requirements, standard deduction amounts and marginal tax bracket parameters.

Jacob Gold, Michael Cochell and special guest Gene Goldman will examine some of the important financial factors at play, including economic developments, political elections, world events, and other market influences.

If your clients are confused about how auto insurance works, this article helps explain the ins and outs while keeping them safe and insured.

The IRS has released record high contribution increase for 2023. This article details the changes.

Is it time to update your health insurance coverage? Starting November 1, you'll have a limited window to do so. Here's what to consider about changing your coverage.

Gene Goldman, CFA and Professor Jacob Gold, CFP discuss economic themes for 2022.