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Alison Southwick

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Recent Articles by Alison Southwick

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Dec 30, 2021 by Alison Southwick and Robert Brokamp, CFP(R)

The Market Is Up but Your Portfolio Is Down. What Gives?

And we help you spot online retailers' tricks.

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Dec 27, 2021 by Alison Southwick and Robert Brokamp, CFP(R)

Money Lessons Worth Revisiting

Lesson No. 1: Curb your predictions.

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Dec 11, 2021 by Alison Southwick and Robert Brokamp, CFP(R)

Meet Ted Benna, "Father of the 401(k)"

Tens of millions of workers take advantage of 401(k)s, thanks to a benefits consultant who got creative with a 1978 law.

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Dec 7, 2021 by Alison Southwick and Robert Brokamp, CFP(R)

An Interview With Financial Planner Michael Kitces

Money advice to get you thinking.

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Dec 1, 2021 by Alison Southwick and Robert Brokamp, CFP(R)

Tackling Questions About Inflation

And a look at Bitcoin.

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Nov 17, 2021 by Alison Southwick and Robert Brokamp, CFP(R)

Finding a Fee-Only Financial Planner

And other money insight.

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Nov 12, 2021 by Alison Southwick and Robert Brokamp, CFP(R)

Safer Cryptocurrency Trading: How to Avoid a Scam

We also interview Bill Schultheis, author of "The Coffeehouse Investor's Ground Rules: Save, Invest, and Plan for a Life of Wealth and Happiness."

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Nov 7, 2021 by Alison Southwick and Robert Brokamp, CFP(R)

A Chat With Morningstar's Christine Benz

A personal finance expert shares insight.

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Oct 27, 2021 by Alison Southwick and Robert Brokamp, CFP(R)

Facebook: Bull vs. Bear

Arguing the bear and bull case for investing in Facebook.

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Oct 19, 2021 by Alison Southwick and Robert Brokamp, CFP(R)

Helping Your Kid Pay for College? Check Out This Podcast.

And a look at stocks that provided great lessons.

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Oct 19, 2021 by Alison Southwick and Robert Brokamp, CFP(R)

Marshal All Your Resources for a Successful Retirement

Discussing retirement and ways to optimize it with financial planning expert Wade Pfau.

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Oct 12, 2021 by Alison Southwick and Robert Brokamp, CFP(R)

Thriving in a Time of Great Resignation

And some retirement info.

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Sep 30, 2021 by Alison Southwick and Robert Brokamp, CFP(R)

Why Are Chinese Stocks Down This Year?

Stock and investing news and advice.

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Sep 22, 2021 by Alison Southwick and Robert Brokamp, CFP(R)

What Can You Expect From the Stock Market Now?

Thinking about short-term volatility, learning about budgeting for couples, and more.

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Sep 16, 2021 by Alison Southwick and Robert Brokamp, CFP(R)

Managing Your Money Costs More When You're Poor

A lack of options add up.

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Sep 10, 2021 by Alison Southwick and Robert Brokamp, CFP(R)

A Look at the State of Retirement

Where do you stand?

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Aug 31, 2021 by Alison Southwick, Ron Gross, and Robert Brokamp, CFP(R)

What "Hipster Antitrust" Means for the Tech Giants -- and You

Discussing "hipster antitrust" and the five rules of the Roth five-year rules.

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Aug 27, 2021 by Alison Southwick and Robert Brokamp, CFP(R)

Flashback to 2015: This Investing Advice Still Makes Sense

How to do better with your finances and why you should care about a company's corporate culture when you invest.

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Aug 27, 2021 by Alison Southwick, Dayana Yochim, Robert Brokamp, CFP(R), and Ollen Douglass

From the Vault: How to Negotiate Anything

Spoiler alert: The other person wants to win, too.

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Aug 23, 2021 by Alison Southwick and Robert Brokamp, CFP(R)

Learning About Bonds

Curious about bonds? Here are a few things to note.

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