What qualifies as a legitimate news source in 2021 is certainly debatable. But certainly, the financial… [Read More]
Day-Traders Advising Retirement Savers
Market Jitters & Missing the Elevator
Fear is a funny thing. We tend to not feel it when it would actually be… [Read More]
Mid-Year 2021 Market Commentary
2021 in Review: Economic growth is strong and the 2020 U.S. recession only lasted 2 months¹… [Read More]
2021 Outlook
2020 in Review: Homes were converted into offices, schools, daycares, video studios, and churches. Driveways were… [Read More]
4th Quarter 2020 Market Commentary
4th Quarter 2020 in Review: Investing in the stock market over time is better than investing… [Read More]
2020 Market Update
Market Summary: The stock market is looking beyond the economic damage caused by the pandemic Consumer… [Read More]
CARES Act to Become Law
Includes Relief For: Newly Unemployed Workers Families & Individuals Large Corporations Small Businesses/Business Owners Retirement Account… [Read More]
2020 Coronavirus Update
Covid-19 + Market Update: China’s virus numbers are a great sign assuming their the data is… [Read More]
Preparing for Your Endless Summer
Retirement can seem like an endless summer with countless possibilities and adventures. Like the end of… [Read More]
The DOL Fiduciary Rule and Legacy
Financial news has been filled with the new DOL Fiduciary Rule, which was finalized Wednesday, April… [Read More]
Why You Need Access to a Vault
One of the biggest hassles at tax time can be gathering and organizing all the tax… [Read More]
How to Save for Retirement as a Small Business Owner
For many small business owners or self-employed individuals, contributing to a retirement plan often gets put… [Read More]
What is Financial Planning?
In our experience as a financial planners, we’ve found many people are confused about what financial… [Read More]
Don’t Underestimate These Retirement Expenses
As people prepare to retire, a common mistake is the belief that their living expenses will… [Read More]
Four Signs You’re Ready to Downsize
Home ownership has long been touted as part of the American dream. But what happens when… [Read More]