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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Guides

November Market Recap and Summary

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Blog

What’s the Best Gift This Holiday Season?

You’ve probably never asked your adult children and younger relatives whether they have security software on their computers and devices. Why would you? They’re digital […]
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Blog

After the Diagnosis: Making a Plan for Alzheimer’s

In a 2002 interview with Mike Wallace, former First Lady Nancy Reagan said she often reread the love letters written by her husband, former President […]
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Blog

Women and the Retirement Crisis

Here’s a number that will knock your socks off: $400 trillion.1 By 2050, the retirement savings shortfall in eight of the world’s largest economies is […]
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Blog

What does a potential impeachment mean for the stock market?

Recently I’ve had people asking me about the impact of a potential impeachment of President Trump on the stock market, individual portfolios, and ultimately financial […]
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Blog

College is coming. Have you started saving?

How times change! In 1940, half of Americans finished their education in eighth grade. College degrees were relatively rare. Just 6 percent of men and […]
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Blog

Will there be a recession?

The simple answer is probably. Historically, the American economy has grown in fits and starts, otherwise known as recessions and expansions. As a result, it […]
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