How Are Your Investments Doing Lately? Receive A Free, No-Obligation 2nd Opinion On Your Investment Portfolio >
Financial Advisor
Financial NewsExplore the latest financial news and insights locally and around the globe.
Weekly Market Commentary
January 24, 2022Our Mission Is To Create And Preserve Client Wealth When is a barometer not a barometer? It’s widely recognized that people do not make perfect financial decisions. In fact, many investors rely on mental shortcuts when asked to make complex...
Weekly Market Commentary
How Are Your Investments Doing Lately? Receive A Free, No-Obligation 2nd Opinion On Your Investment Portfolio > January 18, 2022Our Mission Is To Create And Preserve Client Wealth Is the economy doing well, or not?If you skimmed the headlines last...
Weekly Market Commentary
How Are Your Investments Doing Lately? Receive A Free, No-Obligation 2nd Opinion On Your Investment Portfolio > January 10, 2022Our Mission Is To Create And Preserve Client Wealth Here’s a little story about a group called the Fed…In the 1950’s, then...
Weekly Market Commentary
How Are Your Investments Doing Lately? Receive A Free, No-Obligation 2nd Opinion On Your Investment Portfolio > January 3, 2021Our Mission Is To Create And Preserve Client Wealth 2021 was a fizzing mints-in-soda kind of year.Everything seemed to shoot...
Weekly Market Commentary
How Are Your Investments Doing Lately? Receive A Free, No-Obligation 2nd Opinion On Your Investment Portfolio > December 27, 2021Our Mission Is To Create And Preserve Client Wealth Investors were feeling bullish.Last week, the Standard & Poor’s 500...
Weekly Market Commentary
How Are Your Investments Doing Lately? Receive A Free, No-Obligation 2nd Opinion On Your Investment Portfolio > December 13, 2021Our Mission Is To Create And Preserve Client Wealth Inflation met expectations.When the Bureau of Labor Statistics released...
Weekly Market Commentary
How Are Your Investments Doing Lately? Receive A Free, No-Obligation 2nd Opinion On Your Investment Portfolio > November 29, 2021Our Mission Is To Create And Preserve Client Wealth COVID-19 strikes again.Coronavirus cases have been on the rise in...
Weekly Market Commentary
Treasury Note is simply the yield at the close of the day on each of the historical time periods. Sources: Yahoo! Finance, MarketWatch, djindexes.com, London Bullion Market Association.Past performance is no guarantee of future results. Indices are...
Weekly Market Commentary
How Are Your Investments Doing Lately? Receive A Free, No-Obligation 2nd Opinion On Your Investment Portfolio > November 1, 2021Our Mission Is To Create And Preserve Client Wealth The road to recovery is slow and bumpy.Last week, we learned that...
Weekly Market Commentary
How Are Your Investments Doing Lately? Receive A Free, No-Obligation 2nd Opinion On Your Investment Portfolio > October 25, 2021Our Mission Is To Create And Preserve Client Wealth It’s MESSI!No, this commentary is not about Lionel Messi, the Argentine...
Weekly Market Commentary
How Are Your Investments Doing Lately? Receive A Free, No-Obligation 2nd Opinion On Your Investment Portfolio > October 4, 2021Our Mission Is To Create And Preserve Client Wealth September strikes again…If you look back over the last 20 years,...
Weekly Market Commentary
How Are Your Investments Doing Lately? Receive A Free, No-Obligation 2nd Opinion On Your Investment Portfolio > September 27, 2021Our Mission Is To Create And Preserve Client Wealth Central banks have a lot of influence on investors, markets and...
Weekly Market Commentary
How Are Your Investments Doing Lately? Receive A Free, No-Obligation 2nd Opinion On Your Investment Portfolio > September 20, 2021Our Mission Is To Create And Preserve Client Wealth In recent weeks, bullish sentiment has drifted lower like sediment...
Questions To Ask A Financial Advisor
The recent volatility in the stock market has again become a wake up call to many investors.
Read more >>
Advised Brokerage Accounts Are Better Diversified, Reports Schwab
The report highlights the benefits of working with an advisor. In general, participants who had professional help were more diversified across all of their holdings
Read more >>
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 named different states and cities as the “best” place to retire.
Read more >>
Documenting Your Possessions in Case of Disaster
It’s better to protect yourself now and document your possessions rather than trying to do it after something has happened. A home inventory will give you an accurate recording of your assets for insurance purposes and give you a better idea of how much homeowner’s insurance you need to ensure proper coverage.
Read more >>
Unused Vacation Days Can Be Costly
Would you give up a share of $62 billion? If your answer is no, then you may be a member of the relatively small group of Americans (36 percent) that takes all of the vacation days available to them each year.
Read more >>
Red Flags for Tax Auditors
No one wants to see an Internal Revenue Service (IRS) auditor show up at his or her door. The IRS can’t audit every American’s tax return, so it relies on guidelines to select the ones most deserving of its attention.
Read more >>
Six Steps To Financial Independence For Women
Financial independence: Whether you enjoy it or dream about it, it’s a common term that you’ve probably seen in magazine ads, TV commercials and billboards. But what really does financial independence mean, exactly?
Read more >>
Understanding Credit Reporting
To qualify for the best loans at the lowest rates, borrowers must qualify financially and are scored by lenders using a computerized model for evaluating credit risk, developed by Fair, Isaac, and Company, known as the FICO score. Learn more
Read more >>
Organizing Your Financial Records and Emergency Forms
Would someone be able to find your important papers during a crisis if you became ill, injured, or incapacitated? It’s a good idea to make sure a trusted family member or friend knows where to find your personal documents.
Read more >>
5 Benefits of Working in Retirement
In the past, retirement has been portrayed as an ending, a grand exit from your years in the workplace. But the rules are shifting.
Read more >>
The Drawback Of Target Date Mutual Funds
If the majority of fund management won’t even invest in their own target-date retirement funds….why should you?
Reads more >>
Just How Safe Is An Insurance Company, Really?
When you think about the car you drive, the house you live in, the health plan you use and the life insurance policy you have, it’s not a stretch to say insurance is an intrinsic part of our daily lives.
Read more >>
Credit Freeze - You should consider it!
It’s been over a year since Equifax, one of the three largest credit reporting agencies in the U.S., revealed they’d been hacked.
What did you do to protect your data?.
Read more >>
Should Parents Pay for College Tuition?
It’s a pricey question.
College Board estimated the average cost for full-time, in-state students who live on campus at four-year public colleges or universities during the 2017-18 school year is $25,290.
Read more >>
Just Say NO to Pie Charts!!
Pie charts look nice coming out of a color printer, but they can’t help manage investment risk
Read more >>
An Investment Advisor’s Blueprint To Making Solid Financial Decisions
A common mistake people make is to give up what they want most for what they only want right now. Pick which goals in your life are most important to you, and make achieving those goals your utmost priority. Then…
Reasd more >>
Enjoy Life. Hire Someone To Watch Your 401K
Have you ever thought you’d be happier if you could just pay someone else to do watch your company 401K retirement plan account?
Read more >>
The 7 Rules of Investing
From 1977 through 1990, Lynch ran one of the most successful mutual funds ever, posting an average annual return of 29%.
Read more >>
Considering A 401K Rollover?
What to do with an old 401K?
One great thing about a 401K retirement savings plan is that your assets are often portable when you leave a job.
Read more >>
Have You Checked Out Our Retirement Planning Library?
While retirement planning can seem intimidating, it’s never too early or too late to start preparing for the future.
Read more >>
Common Financial Terms
We have compiled a list of important financial terms. If you don’t speak personal finance, don’t worry—we’re here to help.
Read more >>
Unused Vacation Days Can Be Costly
Would you give up a share of $62 billion?If your answer is no, then you may be a member of the relatively small group of Americans (36 percent) that takes all of the vacation days available to them each year.read more>>
Where There’s a Will, There’s a Plan
Throughout history people have made inheritance choices that are inexplicable to others. In 1926, Harry Houdini left his magical equipment to his brother, his pulled-from-the-hat rabbits to the children of friends, and a series of random words to his wife....
Hope in Humanity
When you turn on the evening news, every broadcast seems to bring more stories of tragedy, fighting, and petty politics. But if we take the time to a look a little closer, we often find that amidst the doom and gloom, people all around the world are...
How important labor still is today
Happy Labor Day! As you know, this holiday is for celebrating the Labor Movement and the contributions workers have made to our nation’s history. But in recent years, as our society has grown ever more automated and modernized, we sometimes think we forget how...
Q&A on the trade war
China has introduced a new weapon to use in the trade war with the United States. That weapon? Its own currency.On Thursday, August 1, President Trump proposed a new slate of tariffs on Chinese goods. In response, the Chinese central bank devalued its...
Tariffs and Tweets
When Twitter first launched back in 2006, its creators probably never imagined that a single “tweet” could make the stock market plunge. But that’s exactly what happened on Thursday, August 1, when President Trump tweeted the following:“…the U.S will...
The importance of time management
It may sound strange to hear a financial advisor say this but achieving the things you care about most requires more than just money. There are certain habits and behaviors that, while not directly related to finance, can spell the difference between...
5 Benefits of Working in Retirement
In the past, retirement has been portrayed as an ending, a grand exit from your years in the workplace. But the rules are shifting. Labor force participation among those aged 65-74 is predicted to reach 32 percent by 2022, up from just 20 percent in...
Happy July 4th!
This July 4, I hope we all can take a moment to reflect on the meaning of the Declaration of Independence. It goes beyond politics and partisanship. It’s more than a historical artifact. It’s the foundation upon which our nation rests.
How financial advisors provide value to those saving for retirement
What if I said that people who try to invest for retirement on their own have almost 50% less in their accounts than those who use an experienced financial advisor? Would you be surprised? The proof is in the numbers.
One of the Most Important Things We Do for You
Over the past several months, you’ve most likely heard or seen some combination of the following predictions: If someone was forced to do nothing but read headlines and predictions, they would probably get whiplash. That’s because there’s always so much...
Three financial principles our fathers taught us
It’s June, and that means Father’s Day! As you know, Father’s Day is a chance to tell our dads how much we love and appreciate them. A chance to say “thanks” for providing for us, protecting us, and teaching us – this last above all. The older I get, the...
Red Flags for Tax Auditors
No one wants to see an Internal Revenue Service (IRS) auditor show up at his or her door. The IRS can’t audit every American’s tax return, so it relies on guidelines to select the ones most deserving of its attention. Ever wonder why some tax returns are...