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Want to explore some more? Here are a few articles on retirement, money and more that you might like:

2025-09-08T16:00:28

a-traveling-perspective-in-the-world-of-investing.pdf

A traveling perspective in the world of investing When planning your next vacation, you wouldn’t rely solely on the weather from the last few days to decide when to go. Instead, you’d likely look at the broader historical climate and forecasts to attempt to get a clearer picture. Similar logic applies to investing. If you only look at short-term market data, it can distort your understanding of how to navigate the markets over time. Without a broader perspective, even the best long-term strategies can feel uncertain at times. What a long-term perspective looks like:

2025-09-06T13:00:20

recipe-for-long-term-growth-investing-with-perspective.pdf

Investing for the long term Recipe for long-term growth: Investing with perspective In today’s fast-paced world, patience has become a rare commodity. Technology and innovation have trained us to expect instant gratification. While this immediacy certainly has its perks, it can be a drawback when applied to investing. Successful investing isn’t about speed or instant results; it’s about consistency, discipline and a long-term view. As Warren Buffett, one of the world’s greatest investors, wisely put it, “The stock market is a device for transferring money from the impatient to the patient.”...

2025-09-05T16:30:07

is-now-a-good-time-to-jump-back-into-the-market.pdf

Navigating uncertain markets Is now a good time to jump back into the market? When markets turn choppy, some investors start to wonder: “Should I move out of the market into cash and wait for things to settle down?” But if you exited the markets, that question may be followed by another: “Is this the right time to get back into the market? Or have I missed the opportunity?” This article explores the data on the cost of stepping out of the markets to avoid downturns. It turns out that staying invested across various market conditions is often the better choice...

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2025-09-03T16:22:06

What to do when markets are volatile

What to do when markets are volatile Market volatility is an inevitable part of investing. Geopolitical events, inflationary pressures and changes in interest rates are some of the many reasons that cause markets to fluctuate, sometimes drastically. When markets shift, particularly when they drop quickly, it can be hard not to react. But history shows you will more likely achieve your long-term investment goals if you have a plan and stick to it through all types of market conditions. This may sound easy, but investors have been put to the test in recent times. Veering off course from a carefully thought-out plan can have long-reaching consequences. It can turn a temporary loss of confidence into a realized loss on an investment portfolio. Here are five strategies that can help you reduce the impact of these changes -- and feel more confident about reaching your long-term goals:

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2025-08-27T16:00:35

Reality check before you retire

Reality check before you retire ​5 tips to avoid outliving your retirement savings

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2025-08-25T16:30:10

​ROC solid

​ROC solid ​Unlocking cash flow with return of capital Many individuals rely on their investments to deliver steady cash flow to support their retirement or other income needs. However, amid a historically low interest-rate environment, this can be challenging. Fortunately, by investing in solutions that include return of capital (ROC), creating a reliable stream of cash flow doesn’t have to be complicated.