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Friday, February 1, 2019

Those who are corporate executives or in upper management may have different company benefit options for retirement. It's important to look over your choices and have a plan in place for your retirement. In this article, we will...

 

Tuesday, January 15, 2019

You’ve been working and saving, you have money in the bank for retirement. But, have you spent enough time thinking about what you are going to do when you retire? Where previously in our lives our schedule is filled with work...

 

Thursday, December 27, 2018

It’s almost time. You’re in your 50s or 60s. You've worked your whole life, you've saved, and perhaps you've gotten some kids through college and into adulthood. Perhaps you're married and your spouse is close to retirement as well...

 

Friday, December 14, 2018

As Christmas approaches and the Congressional session comes to a close for the year, it seems only natural that of course there must be some kind of drama on Capitol Hill in order for 2018 to go out with a bang. This holiday season...

 

Wednesday, November 28, 2018

One of our responsibilities as an investment advisor is to help you put market news in its proper perspective. If you're reading or listening to the popular press these past few days, you are probably seeing or hearing storm and fury...

 

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Wednesday, October 31, 2018

Technology has been changing at a breakneck pace for the last forty years. Massive computers that filled entire rooms now live comfortably in your palm. And with each incarnation comes a whole new set of security protocols to protect...

 

Monday, October 15, 2018

Does the stress of planning and saving for retirement make your blood run cold? Are you haunted that a little mistake down the line could cost you your livelihood in your golden years? If this sounds familiar, rest assured you are not...

 

Monday, September 24, 2018

According to the Federal Reserve as of the first quarter of 2018, the total household personal worth in the United States now exceeds One Trillion Dollars. That is a lot of zeroes, but what does that actually mean? To understand that...

 

Tuesday, September 18, 2018

Living with Investor Regret No one knows what the future holds. And all of us, at some point, will make a decision and later regret it. This holds true in life and in investments. A bear market surrounded with pessimism and fear can...

 

Monday, August 13, 2018

It’s happening! Your child is going to college. This is both an exciting and financially taxing time to be a parent. The tuition payments are secure, the car is packed up with XL twin sheets and lamps and all the things a young...

 

Wednesday, July 25, 2018

Trade has been a hot topic lately. The question of tariffs and trade wars has been dominating headlines since spring and doesn’t appear to be letting up anytime soon. It is important to remember, however, that trade tariffs are...

 

Wednesday, July 18, 2018

When it comes to investing with success the greatest risk may be in taking no risk at all. Don’t trade the actual security of your retirement for the false sense of security that comes with investing solely in...

 

Wednesday, July 11, 2018

As financial advisors, we have seen what happens when people have not planned for the challenges that come with someone that has significant medical issues. Alzheimer’s disease, Parkinson’s, Dementia, or other chronic...

 

Friday, June 8, 2018

Preserving a legacy and providing a financial safety net to your family and loved ones after you pass is a personal, nuanced and uncomfortable aspect of financial and life planning. Advanced planning for a substantial family wealth...

 

Friday, June 8, 2018

As human beings, we can often react to events or experiences in an instinctual rather than logical or practical way. It is in our very nature and can, in many cases, not be avoided. That being said, having awareness of our natural...

 

Friday, May 11, 2018

What do you picture when you think about success? Do you feel like a successful person? When you see someone else who appears successful what do you imagine he or she does, has, finds fulfilling? Do you equate success with happiness?...

 

Tuesday, April 10, 2018

Recently, a strong and relatively calm bull market has given way to an increase in volatility and decline in value which has resulted in renewed anxiety for investors. While it may be difficult to remain calm during such periods, it is...

 

Thursday, May 18, 2017

If college were a party, then student loans are the hangover. Unfortunately, the “hair of the dog” won't cure this headache, but here are some ideas for managing your student loan debt. The programs listed are not intended...