A sound investment philosophy is important, however, increasingly important is your behavior about money. After all, it’s the actions and decisions you make with your money that determine your financial success.

It’s October, which means annual open enrollment opens soon for many people, so now is the perfect time to start re-evaluating your benefit needs. Outside of qualifying events like having a child or switching employers, it’s almost impossible to make a change in your coverage outside of the open enrollment period so it’s critical that you take the time to make the right selections. 

To help you prepare for this year’s open enrollment season, here is a list of questions to consider when choosing your benefits. 

If you’re a college graduate that can’t seem to get your foot in the door, these practical tips should help.

If you have ever thought about hiring a financial planner, it may have been for one of these common issues. Perhaps you are looking for help to better understand investing and the markets, or maybe you need to get on track financially or are close to retirement and need to know if you will be ok.

Understanding the different ways investment vehicles are treated from a tax standpoint can be tricky business. Terms like ‘tax-deferred’ and ‘tax-deductible’ can be confused or misunderstood given the gamut of financial jargon that peppers almost any financial literature. But knowing how certain retirement savings tools are taxed can go a long way at helping you build a tax-efficient investment strategy. After all, whatever you save in taxes can be allocated towards funding your financial goals.

How is your financial advisor compensated? This should be at the top of your considerations when selecting a financial professional.

Have you ever noticed how many people call themselves a financial advisor? Anyone can use the title financial advisor, but there’s something you should know.

Just about every investor wants safety, income, and growth, but is it possible to have all of these things at the same time? The short answer is no, but that’s not a bad thing.

When it comes to investing, a passive (or index) investment strategy makes sense for the majority of people. Here’s why even Charles D. Ellis thinks so.