Blog

Do you know what the Dow is?

Over the last few weeks, we’ve seen incredible volatility and a roller-coaster ride of a stock market.  It seems every day that we turn on […]
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Blog

The Coronavirus Market Correction

In late February, concern that efforts to contain Coronavirus Disease 2019 (a.k.a. COVID-19) might result in slower global economic growth disrupted global markets. Share prices […]
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Audio

Coronavirus Market Update Call

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Blog

What does The SECURE Act mean for you?

There was a little something for everyone in the ‘Setting Every Community Up for Retirement Enhancement’ (SECURE) Act, a piece of bipartisan legislation that was […]
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Blog

Are Volatile Stock Markets Good for Investors?

When the ups and downs of stock markets leave you stressed and wondering whether stocks really will help you pursue your long-term financial goals, there […]
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Market Commentary

February Market Review

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Blog

Where is Your Best Place to Retire?

The best place to retire in the United States is in dispute. There’s no formal debate, but a review of reliable publications showed surveys have […]
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Market Commentary

January 2020 Market Review

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Blog

Retirement: You’ve Got This!

Not everyone is financially prepared for retirement. Earlier this year, the Employee Benefit Research Institute estimated almost 41 percent of American households will run short […]
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Guides

December Market Recap

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Blog

Defining a Financial Plan

Do you have a clearly written financial plan?     We ask this question when meeting with a new prospective client for the first time, and […]
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Blog

What does the SECURE Act Mean for your retirement savings?

The Setting Every Community Up for Retirement Enhancement Act better known as the SECURE Act was signed into law on Friday before Christmas. This is […]
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