4 Common Mistakes That Can Derail Your Retirement

Planning for retirement takes time, effort, and careful consideration. Here are four common mistakes people make that can derail your retirement plans.

The Pros and Cons of Investing in Cryptocurrency: What You Need to Know

There's a lot of talk about cryptocurrency lately. Whether you're for it or against it, chances are you've heard of Bitcoin, Ethereum, and other popular forms of digital currency. Here we discuss the pros and cons of investing in cryptocurrency.

Prioritize Wisely: College vs. Retirement

Should you invest in your child's education or save up for retirement? Odds are if you're asking this question, you already know that there is no clear-cut answer. In fact, for many parents, deciding whether to fund their retirement savings or their child's college tuition can be one of the most difficult finance-related questions they face during their lives. But the answer doesn't necessarily have to be an "either/or" scenario.

Why Charitable Giving Should Be Part of Your Financial Strategy

There are many reasons that people have for giving to charity. Here we take a look at some of the emotional and financial benefits of giving back and why charitable giving should be a part of your financial strategy.

Be Prepared for These Complexities in Your Family Business Transfer

If you're a business owner planning your exit strategy, it's possible that you have considered a family business transfer. Family business transfers can be a smart and strategic way to pass the reins of your business, but, like any family affair, can also come with a host of unforeseen complexities. Here, we explore some of them.

Long Term Care: How it works and Why it's Important

We all know that as people age, they are more likely to experience health problems. What many people fail to realize and plan for, though, is the tremendous price tag that comes with some of these health concerns. Here we take a look at Long Term Care: How it Works and Why it's Important.

2021 in Review: More “Unprecedented Times”


During the pandemic year of 2020, most of us read (and used) the phrase “unprecedented times” … with … well … unprecedented frequency.  2021 was another year of many “firsts” that are still having economic, financial, and lifestyle impacts for many companies and investors. Let’s take a look at a few of the “unprecedented” happenings of 2021.

Tips on Creating a Tax-Smart Withdrawal Strategy for Retirement

There are many factors to consider when planning for your retirement — and one of them is how, when, and how much you will withdraw from your retirement accounts. Here are key points to consider when developing your retirement withdrawal strategy. 

Will Omicron Derail the Recovery?

Today, we're sharing Commonwealth Chief Investment Officer Brad McMillan's thoughts on the Omicron variant and whether it will impact economic recovery.

Inflation and Your Portfolio

Many investors are starting to worry about increases in the cost of living and how a higher rate of inflation will affect the economy and their investments. Some inflation is considered healthy for an economy but too much inflation can wreck it. Here, we take a look at some historical data and the insight it may give.