October is the national "Organize Your Medical Information Month," and what better way to celebrate than to discuss living wills and advance directives.

Italian economist Vilfredo Pareto developed the 80/20 rule, which asserts that 80% of results come from just 20% of an event's inputs. In markets, we believe that time is the 20% resource that will yield the maximum impact.

The job market is still tight and unemployment low, the Fed continues on its path of trying to cool inflation by increasing interest rates. Existing home sales continue to decline as borrowing costs rise.

Stock Quote: “He was prepared, he thought, for any wonder. The only thing he had never expected was the utterly commonplace.” Well Balanced is a round-up of topics helping you get today right.

What we are experiencing is quite possibly a return to a longer-term norm. As a result, uncertainty in these times can be high, and so too can market volatility.

The U.S. dollar has trended up and to the right over the past ten years. U.S. treasuries and oil priced in dollars are part of the story. We talk international investments, inflation, and currency.

Retirement plans look different for each individual because of the differences in lifestyles, needs, goals, and risk tolerance. Put simply, a bucket approach groups your assets into different categories, or "buckets", that address investments over time. Learn how you can use a bucket-based retirement plan.