Maintain Your Investment Strategy During Election Years

Published on September 6, 2024

Presidential elections tend to have limited impact on market performance, regardless of party win (although markets prefer Democratic switches). Investors should capitalize on the uptick in market volatility, which investors can use for strategic investing.

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Two in the Bush: Still Time to Lock in Long-Term Rates

September 6, 2024
We often write about the opportunity for fixed income investors to lock in relatively attractive long-term rates. And we would argue that investment consultants and financial advisors have no more important charge than to convince their clients to take advantage of this while they still can.

Navigating Financial Aid: New FAFSA Rules and Tips for Families

September 6, 2024
Recent changes to the FAFSA form and process include a simpler form, fewer questions and a revised eligibility formula. Our Bill Cass highlights what you need to know to apply for federal financial aid for college.