Even before Russia’s invasion of Ukraine on February 24, the financial markets were volatile. They were also poised to remain volatile all year thanks to inflation and the Federal Reserve’s plan to combat it by steadily raising short-term interest rates. Naturally, no one can predict how much added volatility the crisis in Ukraine will create.

Today’s challenges for retirees and those nearing retirement are  well documented. Traditional fixed income, which has served investors well for decades, now delivers little in terms of yield or capital gain potential. In the mid-1970s through the late 1990s when interest rates were extraordinarily high, U.S. 10-Year Treasury Bills paid between 7% and 8% annual

The consumer price index rose by 0.9% in only one month — June — the largest increase since 2008. Many economists and the Federal Reserve say this is “transitory” because supply will eventually return to a level that can keep pace with demand. Whether that will be the case or not, recent rising prices on

Since many Americans are able to enjoy more years in retirement, it’s imperative for those approaching retirement age to establish reliable streams of income they can count on to cover their living expenses. That’s the aim of investing for income—having enough income, on a consistent basis, that allows your clients to cover their expenses, so

Dividends have been known to provide a means of income for investors. Owning dividend-paying companies through exchange traded funds (ETFs) provides a way to access dividends in a more efficient way. ETFs may provide instant diversification at a low cost. We believe this appeals to advisors and their clients because picking  dividend-paying stocks can be