Selected Reading

Market Insights

The end of Social Security’s payback option means there is less room for error when devising a strategy to maximize your Social Security benefits.

Read more: The End of Social Security’s Interest-Free Loan

In Context Newsletter

The Year That Was 2009

The severe bear market of 2008 that continued into the first quarter of 2009 tested even the most disciplined investors. What happened in 2009 to cause investors to be described by the financial media as “skittish” for almost an entire year?

 

Read more: In Context Newsletter - Winter 2010

Educated Investor

 Overview: Wealth counselor and psychotherapist Marilyn Wechter discusses how family wealth can affect parents and children in different ways. Marilyn also touches on the subject of how family members can begin repairing damaged relationships and change the meaning of money throughout the family dynamic.

Read more: Wealth Within the Family Dynamic

Market Insights

Many people zero in on price when buying insurance. However, that strategy is only safe if you never file a claim. Tom Hopkins of The Delp Company discusses why it’s important to consider more than just the price tag of insurance.

Read more: Why “Name Your Price” Insurance Can Cost You Dearly