Author: Shawn D. Wall

Not all investments are created equal. Some are better suited for short-term goals, while others can help you build resources for objectives far in the future. As an investor, then, one of your biggest challenges will be to match your short- and long-term . . . Read More

Tax Season is finally over. Of course, how much you pay in taxes depends on a variety of factors, many of which you can’t control. But you might give some thought to how you can manage your investment-related taxes. . . Read More

If you’re in your twenties or thirties, you might be starting to focus more on investing to reach your financial goals. Because of this, you also may be more attuned to moves in the financial markets. . . Read More

The days are longer and the temperatures are warmer – so it must be spring. For many of us, that means it’s time for some spring cleaning. But why stop with sprucing up your living space? . . Read More

As you may have heard, the stock market has been on a wild ride lately. What’s behind this volatility? And, as an investor, how concerned should you be? Let’s look at the first question first. . . Read More

If you could accomplish all your financial goals just by putting your paycheck into the bank every couple of weeks, you wouldn’t need the services of a financial advisor. But life isn’t that simple – and so, at some point, you may realize you . . . Read More

Like everyone, you want to enjoy a comfortable lifestyle when you retire. But a successful retirement doesn’t just happen – it requires a lot of planning. And that’s why it’s a good idea to draw up a “pre-retiree checklist.” . . Read More

On February 4, the eyes of most of the country – and much of the rest of the world – will be on Minneapolis, site of the most-watched football game in the U.S. . . Read More

With the arrival of the New Year, many of us will pause and ponder the age-old question: “Who knows where the time goes?” And, as is always the case, none of us really do know. . . Read More

To help achieve your long-term goals, such as a comfortable retirement, you should save and invest regularly. But that’s only part of the picture. You also need to protect your financial assets in various ways. . . Read More

You may spend decades contributing to your IRA and 401(k). But, eventually, you’ll need to use this money. Before that day arrives, you’ll want to be familiar with the rules governing withdrawals – and you’ll want to know just how much you . . . Read More

As you know, we’ve been enjoying a long period of steadily rising stock prices. Of course, this bull market won’t last forever – and when it does start losing steam, you, as an investor, need to be prepared. . . Read More

Thanksgiving is almost here. Ideally, this day should be about more than football and the imminent arrival of Black Friday mega-sales. After all, the spirit of the holiday invites us to be grateful for what we have and for the presence of our loved . . . Read More

Halloween is almost upon us. Of course, on Halloween night, you may see a parade of monsters, demons, Transformers and other frightening individuals stopping by your house, exercising their right to demand candy. . . Read More

 . . .  . . Read More

Columbus Day is observed on October 9. And while it may be true that Leif Erikson and the Vikings beat Columbus to the New World, Columbus Day nonetheless remains important in the public eye, signifying themes such as exploration and discovery. . . Read More

If you want to enjoy a comfortable retirement lifestyle, you don’t need to have been born rich or even to have earned scads of money during your working years. But you do need to make the right moves at the right time – which means you might want . . . Read More

Next week, we observe Labor Day, a celebration of the American worker. You work hard your whole life with the hope that your efforts will ultimately allow you to achieve your financial goals, such as a comfortable retirement. . . Read More

You have probably heard that diversification is a key to investment success. So, you might think that if diversifying your investments is a good idea, it might also be wise to diversify your investment providers – after all, aren’t two (or more) . . . Read More

When your children leave home and you become an “empty nester,” you’ll probably make several adjustments in your lifestyle. But how will your empty nest status affect your financial situation? Everyone’s story is different, involving a range . . . Read More

Next week, the 2017 Major League Baseball All-Star Game will be held in Marlins Park in Miami. If you’re a baseball fan, you may tune in to admire the skills and grace of the players. . . Read More

We’re getting close to the Fourth of July, when we celebrate the freedoms we enjoy in this country. The U.S. constitution grants us many of these liberties, but we have to earn others – such as our financial freedom. . . Read More

It’s summer again – time for many of us to take a break and possibly hit the open road. But even if you go on vacation, you won’t want your investments to do the same – in summertime or any other season. . . Read More

If you’re a certain age, or getting close to it, you might hear something like this: “Now that you’re older, you need to invest more conservatively.” But what exactly does this mean? . . Read More

May is National Physical Fitness and Sports Month. If you can exercise regularly, you’ll help yourself feel better, control your weight and even reduce the chances of developing certain diseases. But why not extend the concept of “fitness” to . . . Read More