In this issue

February 1, 2023

BUILDING WEALTH: STEPS YOU CAN TAKE NOW TO HELP MOVE YOUR FINANCIAL LIFE FORWARD IN THE NEW YEAR

Building wealth: Steps you can take now to help move your financial life forward in the new year

Building wealth: Steps you can take now to help move your financial life forward in the new year
Our planners and experts share their wealth planning strategies. The new year is a time for resolutions: What better way to start the year than resolving to take your wealth to the next level? We sat down with Financial Planners Claire Mork and Isabel Barrow as well...

Our planners and experts share their wealth planning strategies. The new year is a time for resolutions: What better way to start the year than resolving to take your wealth to the next level? We sat down with Financial Planners Claire Mork and Isabel Barrow as well...

Also in this issue

Gazing into the 2023 crystal ball: The calendar changed, yet economic challenges persist

This New Year’s resolution could help you be a better investor

Discover the potential benefits of account consolidation

When travel insurance makes sense

Past issues

December 2022

Planner Roundtable: Strategies for your financial well-being in 2023

Planner Roundtable: Strategies for your financial well-being in 2023
Our planners provide ways to help tackle higher inflation, interest rates and market volatility. This year delivered financial challenges that took many by surprise. For more than a decade, we saw tepid inflation, low interest rates and stock market gains. Then, all...

Our planners provide ways to help tackle higher inflation, interest rates and market volatility. This year delivered financial challenges that took many by surprise. For more than a decade, we saw tepid inflation, low interest rates and stock market gains. Then, all...

November 2022

How to invest for the long term during volatile markets

How to invest for the long term during volatile markets
8 strategies for turbulent times. A number of unexpected events unfolded this year, which created market volatility. Turbulent markets can be unsettling because they are beyond our control. As you’ve heard us say before, here at Edelman Financial Engines, we advise...

8 strategies for turbulent times. A number of unexpected events unfolded this year, which created market volatility. Turbulent markets can be unsettling because they are beyond our control. As you’ve heard us say before, here at Edelman Financial Engines, we advise...

October 2022

In volatile markets should you adjust your portfolio based on your politics?

In volatile markets should you adjust your portfolio based on your politics?
Midterm elections are just around the corner. For some Americans, the upcoming midterm elections may be generating both excitement and apprehension. Perhaps you feel that way too. We celebrate our elections as a cornerstone of our democracy. Yet, emotions are running...

Midterm elections are just around the corner. For some Americans, the upcoming midterm elections may be generating both excitement and apprehension. Perhaps you feel that way too. We celebrate our elections as a cornerstone of our democracy. Yet, emotions are running...

September 2022

The growl of a bear could be worse than its bite

The growl of a bear could be worse than its bite
3 lessons history can teach us about bear markets. A number of unexpected events unfolded during the first half of 2022. Inflation at 40-year highs, aggressive Federal Reserve interest rate hikes and the Russian war in Ukraine all helped trigger stock market...

3 lessons history can teach us about bear markets. A number of unexpected events unfolded during the first half of 2022. Inflation at 40-year highs, aggressive Federal Reserve interest rate hikes and the Russian war in Ukraine all helped trigger stock market...

August 2022

Don’t second-guess the markets

Don’t second-guess the markets
Market prices often adjust right away to economic news. By Wei-Yin Hu, Ph.D.   The stock market volatility that emerged in 2022 created plenty of moments that may have tempted you to try to second-guess the markets. The Russian war in Ukraine, inflation at...

Market prices often adjust right away to economic news. By Wei-Yin Hu, Ph.D.   The stock market volatility that emerged in 2022 created plenty of moments that may have tempted you to try to second-guess the markets. The Russian war in Ukraine, inflation at...

July 2022

Gold has failed to shine as an inflation hedge

Gold has failed to shine as an inflation hedge
There is a reason we favor diversification as an inflation fighter. With inflation at 40-year highs, some Americans may be wondering whether investing in gold is a good method to protect their financial security. Advertising from unregulated precious metals companies...

There is a reason we favor diversification as an inflation fighter. With inflation at 40-year highs, some Americans may be wondering whether investing in gold is a good method to protect their financial security. Advertising from unregulated precious metals companies...

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