Many investors, especially those still reeling from the 2008 – 2011 stock market roller coaster ride, have developed a low tolerance for volatility...

With domestic and international terrorism, wild market swings, and threatening interest rate hikes, it's natural for everyone to be nervous and question their investment approach. But reminding yourself that you are an investor and not a speculator will help.

How does it work?

We decided to break from the norm and share a satirical article we passed around the office this week.

In our discussions with clients, the term “wealth” has always been tossed about somewhat loosely. We talk about building wealth, wealth management, wealth enhancement, and wealth preservation and wealth in general as if it were universally understood. But then, on one momentous occasion, a client asked very sincerely, “What exactly is wealth?”

For anyone approaching retirement, you’ve probably got a checklist for your countdown to the big day.

The picture above is a wordle we created by taking words from this week’s market headlines. Not familiar with the term wordle? We’ve got you covered. It’s an applet by which word clouds can be created on a computer.

Under recently passed federal legislation, there is a new tax-advantaged savings account to assist those with disabilities, known as the Achieving a Better Life Experience Act of 2014 (ABLE Act).

Many retirees are still very much ingrained in savings-mode or, even worse, harbor a lack of confidence in their very stable (and sometimes even over-funded) financial status.