I felt compelled to write this article after recent meetings with two different clients. In each case, they entered into investments where high fees virtually guarantee they won’t be able to reach the projected returns, let alone their own personal goals. We’ll get to the basic math portion in a moment.

Has COVID-19 Forced You to Consider Delaying Your Retirement? Recent surveys have indicated that many of us are rethinking our retirement plans because of COVID-19. In fact, one survey from the nonprofit group Life Happens suggests that a whopping 43% of Americans say they plan to postpone and continue working past their retirement date because of COVID.

So much for the notion of “Sell in May and Go Away.” If you subscribed to that so-called market strategy in 2020, here is what you would have missed: The S&P 500 was up: • 4.5% in May; • 1.8% in June; • 5.5% in July; and • 7.0% in August. Read more about what this means and how it could affect you.

This week's Market Report is focused on a major shake-up with the Dow Jones Industrial Average (DJIA): 3 of the 30 companies are changing, including its oldest member. Read more about what this means and how it could affect you.

Stocks are back on the rise, but many individuals - and the country as a whole - are still facing the effects of business closures, record-breaking unemployment rates, and more. Why is this? Here, we break down the major differences between the stock market and the economy.

While much of this week's media was focused on the 2020 presidential race, the markets seemed to mostly ignore the political volatility, instead showing another mixed week for the major U.S. stocks. Learn more about in this week's trends in the latest Market Report.