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Alison Heisner, CFA

Saving vs. Investing: Cash in an Uncertain Market

Saving vs. Investing: Cash in an Uncertain Market

The fourth quarter of 2018 was a wakeup call for some investors. After an extended bull market and tepid, nearly non-existent, volatility, 2018 ended with a stock market retreat, significant volatility and increasing interest rates. As a result, some...
How Much Should You Have in an Emergency Fund?

How Much Should You Have in an Emergency Fund?

Keeping emergency fund cash on hand is good—but maximizing return is still important. So, how much should you have in an emergency fund? Emergency funds are an important part of your financial plan designed to cover unexpected events like job loss, major...