On August 6, 2021, in The New York Times, we read the following: Jobs Surge in July Offers Fresh Sign of Economic Recovery “The American...

The broad stock market, measured by the S&P 500, recorded a 5% drop from recent highs in early September. Selloffs are normal parts of...

There has been much speculation about the current tax proposal and what may eventually pass. While the details remain in the balance, one...

Every Quarter, headline news offers at least one new reason to become nervous about investing in the global economy. Second Quarter 2021...

Global equities continued to rally throughout the quarter. They reached all-time highs again in late June, as measured by the S&P 500,...

In my last column, “What Happens if You Live?”, I discussed living but not being able to make your own decisions and the role of Estate...

Do you remember how your portfolio was invested on October 1, 2007? The S&P 500 Index closed the day at 1557. That number probably means...

What a difference a year makes. In February of 2020, we were talking about the end of the longest bull market in history, only to move...

Many people think Estate Planning is only about where their money and property go after they die. While this is a key part, there is...

The beginning of any year is a good opportunity to review your life and determine what you want to accomplish. It is especially important...

The year 2020 was a time of unprecedented personal, economic, and political turmoil. Leading to unparalleled market volatility, the...

First and foremost, considering all the unusual turmoil in our lives the past year, we thank you for the trust you have placed both in...

The cost for healthcare continues to significantly outpace inflation and, for some, may be the biggest expense during retirement. There...

The economic recovery continued throughout the quarter. U.S. manufacturing expanded for a 5th straight month ending September. Consumer...

1. More money is lost due to INVESTOR fear and greed-emotional reactions to politics and short-term market gyrations-than all the...

Over the last decade, as we progressed further from the Financial Crisis, investor risk tolerance has continued to “increase” but for...

Congress just passed two very important pieces of legislation- the SECURE Act & the CARES Act. Both have many important provisions. Some...

Many people call themselves “financial planners” but lack the credentials and standards of CFP® Professionals. One key differentiator...

In the 2019 Gallup poll on Social Security, 67% of Americans listed Social Security as one of their top worries with only 33% of...

For our analysis work, we have at least one other team member review the methodology, results, and conclusions to minimize errors and...