Because You Asked

Forum clients are fully invested in their financial future. So, they ask some thoughtful questions.
Even better, Forum advisors have some pretty good answers.

Q. Why shouldn’t I just use index funds?

Read Jeff's answer

Q. I read that Illinois has added financial literacy to its state standards. What does that mean?

Read Michelle's answer

Q. Should I be doing something different with my portfolio depending on whether the stock market is setting new highs or experiencing a downturn?

Read Marcus's answer

Q. What is happening with bonds and the recent higher interest rates?

Read Nirav's answer

Q. How important is it for me to have a property power of attorney in place?

Read Christopher's answer

Q. How much should we set aside as an emergency savings fund?

Read David's answer

Q. What practical steps do you outline with investors over age 50 who are worried they haven’t saved enough for retirement?

Read John's answer

Q. I’m approaching age 62. Since I will soon be eligible to take Social Security benefits, should I go ahead and claim?

Read Mary Pat's answer

Q. How much should I withdraw from my portfolio each month after I retire if I want the money to last as long as I do?

Read Marcus's answer

Q. I’ve been thinking lately that maybe we should start tracking our net worth. What do you suggest?

Read Karma's answer

Q. I feel like some of my money should be invested in stocks with intelligence, not just diversified. Why shouldn’t we do that?

Read Nirav's answer

Q. What kind of support is available for caregivers of individuals with special needs?

Read Mary Anne's answer