Kyle Whittington, CFP®

Shifting your portfolio to defense when entering retirement can help you reduce risk and ensure your income lasts a lifetime.

Successfully navigating a bear market can be difficult for all investors, especially those preparing to enter retirement.

Robo-advisors are gaining popularity, but do they add as much value as their human counterparts? New research provides the answer.

President Biden has outlined his plan for taxes in 2023 including tax increases for corporations and wealthy families.

Working with a financial advisor can help couples create an estate plan and help widow(er)s deal with new financial burdens.

Find out how geopolitical risk can impact investment performance and what actions investors can take to mitigate the negative effects.

Inflation and rising rates can impact the performance of your portfolio, but careful planning can help mitigate these risks.

Bonds are debt instruments that pay investors a steady stream of income in return for their cash up front. But income is only one of the benefits that bonds can add to a portfolio. In today’s economic environment, many investors are concerned with how monetary policy will affect their bond positions. That’s because inflation typically… Read more »

Inflation is an important concern for any retirement plan because it can erode purchasing power and impact investment returns.