Broker Check

Blog

Thursday, August 19, 2021

Monday, July 26, 2021

Do you want to start or improve your retirement planning? One of the most challenging elements of retirement planning for most Americans is estimating how much money they will need during retirement. Why is this so difficult? And how...

Friday, June 25, 2021

Typically, most people retire in their early 60s. What if you want to retire a decade or two before the average worker? While retiring earlier is lucrative, many people shy from it because they might fear lower Social Security and...

Thursday, May 27, 2021

Most Americans want to increase their charitable contributions as their own financial stability grows. But they usually think about donations in terms of cash and checks. Could there be better ways to donate to your favorite charities?...

Monday, May 3, 2021

Bonds are an important part of many investing strategies. But they can be more complicated than buying a stock, receiving its dividends, and selling when you choose. Bonds have fixed maturity dates but they also offer various returns...

Show All

Friday, March 26, 2021

As an employer, your company retirement plan is important both for employees and for the employer. While the financial benefits of company plans go directly to the employees, their employer will also benefit in less tangible —...

Wednesday, February 24, 2021

For most investors, managing their money extends well beyond just having enough to enjoy their own life and retirement. It also includes caring for their loved ones. But what if you are concerned about any (or all) of your heirs...

Friday, January 22, 2021

Crafting a retirement savings plan for your employees is a big step that helps both the employer and employees. Employees benefit because this makes them better prepared financially for the challenges of retiring. But it also benefits...

Wednesday, December 23, 2020

How much should you donate to charities and other worthy causes? There is no one single right answer to this question, of course. But finding the right number for your particular situation may feel harder than it should be. You don't...

Tuesday, December 15, 2020

Once you reach retirement, your responsibility as an investor changes. Understanding the way it changes and how to adapt your point of view is vital for the success of your retirement finances. What changes should you make after...

Wednesday, December 2, 2020

For an investor, the idea of risk is an essential part of building the right portfolio. But what is risk in investment terms? And how can you figure your own risk tolerance? Here's a short guide to this important, but often...

Tuesday, September 29, 2020

We are in the final days of the third quarter and I am pleased to report that Wall Street is in a more positive mood. September certainly lived up to its reputation as being one of the weakest months of the year. Last Friday, the...

Monday, September 28, 2020

401(k) is a common term used throughout the business world. However, if you are just entering the workforce, or looking into retirement opportunities for the first time, you may not know how a 401(k) works. The guide below will answer...

Tuesday, August 25, 2020

Happy Tuesday everyone! To say that the market comeback has been spectacular would be understated. Nearly five months after the stock market low on March 23rd, investors have shrugged off concerns about the sharpest economic...

Monday, July 20, 2020

Long-term health care costs can quickly wipe out your retirement plans. Long-term care insurance helps cover those unexpected extra costs. However, consider this type of insurance carefully because how much and when you buy are both...

Wednesday, July 8, 2020

We are happy to provide the Quarterly Market Review newsletter from our firm, below is a copy of the first page. Please click the hyperlink to view the full document. Link: Quarterly Market Review Summer 2020 It is normal to feel...

Tuesday, June 16, 2020

The S&P 500 is set for another volatile week as the Dow traded down more than 760 points yesterday before rebounding to close up 157. The Federal Reserve announced further measures to support the market amid the corona virus pandemic....

Monday, May 11, 2020

We've just seen what is probably the worst jobs report in the life of anyone reading this. That's the bad news. The good news? Hopefully, we'll never see a report like this again! Everyone was expecting it due to a planned government...

Monday, April 27, 2020

Different credit cards can offer different services and interest rates, and many include special offers to tempt you into applying. But if you want to keep your credit score healthy, you can't simply apply to every credit card offer...

Wednesday, April 1, 2020

After saving for years, it's time to start using your retirement savings. Income planning is one strategy to ensure your hard-earned savings last through your entire retirement. To create a retirement income plan, you start with an...

Monday, March 23, 2020

Fears over the new coronavirus (Covid-19) outbreak dominate the early 2020 news cycles. And while the primary cause for concern is the impact on human health and life, many investors are also anxious about how this will impact their...