Articles
May 21, 2020
A Letter To Our Clients May 21, 2020 Dear Valued Investor: “Never confuse a single defeat with a final defeat.” — F. Scott Fitzgerald The economic struggles in [...]
Estimating Your Social Security Benefits
Estimating Your Social Security Benefits The Social Security Administration (SSA) now has an online option (called my Social Security) for receiving annual benefit statements -- however, if you [...]
A Plan to Reduce Credit Card Debt
A Plan to Reduce Credit Card Debt If you are contributing to a staggering sum of outstanding credit card debt in America, you need to start digging your [...]
April 2, 2020
A Letter To Our Clients April 2, 2020 Dear Valued Investor: “Every decade or so, dark clouds will fill the economic skies, and they will briefly rain gold. [...]
March 18, 2020
A Letter To Our Clients March 18, 2020 Dear Valued Investor: Our everyday lives have changed dramatically over the last few weeks as we work together to minimize [...]
What Should You Do About The Coronavirus And Stock Market Volatility?
What Should You Do About The Coronavirus And Stock Market Volatility? View Article: EWhat Should You Do About The Coronavirus And Stock Market Volatility? (PDF) [...]
The Risks of Market Timing
The Risks of Market Timing "Market timing" is the strategy of trying to predict when stock prices will rise and fall and attempting to buy low and sell [...]
February 28, 2020
A Letter To Our Clients February 28, 2020 Dear Valued Investor: “The stock market takes an escalator up, and an elevator down,” is a classic Wall Street saying. [...]
February 6, 2020
A Letter To Our Clients February 6, 2020Dear Valued Investor:The start of 2020 has brought increased stock market volatility. The uncharacteristically calm market environment we experienced for much of the [...]
Wealth Building Strategies While Raising a Family
Wealth Building Strategies While Raising a Family Raising a family is rewarding─and expensive. Consider taking these steps to support your family financially through a program of smart investing. [...]
December 3, 2019
A Letter To Our Clients December 3, 2019 Dear Valued Investor: Hindsight is 20/20, but finding clarity in future uncertainty can be fuzzy. 2019 has been a very [...]
November 7, 2019
A Letter To Our Clients November 7, 2019 Dear Valued Investor: Turning the calendar from October to November brought more than trick-or-treaters, pumpkins, and leaves to rake. It [...]
2019 Plan Comparison
2019 Plan Comparison View Article: 2019 Plan Comparison (PDF)
Estates and Trusts Overview
Estates and Trusts Overview View Article: Estates and Trusts Overview (PDF)
Estate Planning Checklist
Estate Planning Checklist Because you've worked hard to create a secure and comfortable lifestyle for your family and loved ones, you'll want to ensure that you have a [...]
October 3, 2019
A Letter To Our Clients October 3, 2019 Dear Valued Investor: Summer has turned to fall, and there’s already a little chill in the air. Three-quarters of the [...]
September 4, 2019
A Letter To Our Clients September 4, 2019 Dear Valued Investor: The Dog Days of Summer were on full display this past month, as a variety of concerns [...]
Volunteer Vacations
Volunteer Vacations They could be among the most memorable journeys you take. Travel with a difference: the essence of the volunteer vacation. You take the trip, you help [...]
Plan Ahead to Ease Travel Headaches
Plan Ahead to Ease Travel Headaches Waiting in a winding airport security checkpoint line is just one of many potential headaches today's travelers experience. In order to help [...]
529 Plans: Taking Distributions
529 Plans: Taking Distributions Parents looking to take advantage of the many benefits of a 529 plan will want to know the full details on which educational expenses [...]
401(k) Decisions — You Can Take It With You
401(k) Decisions -- You Can Take It With You If you are preparing to change jobs, do you know what your choices are for managing the money in [...]
August 1, 2019
A Letter To Our Clients August 1, 2019 Dear Valued Investor: This summer has been interesting. Thus far, temperatures have been at a maximum for much of the [...]
How to Focus on What Really Matters in the Markets
How to Focus on What Really Matters in the Markets The LPL Research Midyear Outlook 2019: FUNDAMENTAL: How to Focus on What Really Matters in the Markets is [...]
Keep Your Head in the Game: Avoiding Mental Errors When You Invest
Keep Your Head in the Game: Avoiding Mental Errors When You Invest In the sports world, a mental error can cost your team the big game. When you are investing, [...]
June 6, 2019
A Letter To Our Clients June 6, 2019 Dear Valued Investor: Trade tensions have interrupted an unusually calm year in U.S. stocks. In May, the S&P 500 Index [...]
Recognizing and Avoiding Online Scams
Recognizing and Avoiding Online Scams According to the Identity Theft Resource Center, the number of U.S. data breaches hit a new high in 2017. Nearly 20% of breaches [...]
April 4, 2019
A Letter To Our Clients April 4, 2019 Dear Valued Investor: April brings showers, baseball, and historically, the best month of the year for the S&P 500 Index [...]
A Financial Plan for All Seasons
A Financial Plan for All Seasons Grab your sunglasses -- spring's here, and it's time to kick back and relax. If only it were that easy. It would [...]
March 7, 2019
A Letter To Our Clients March 7, 2019 Dear Valued Investor: The S&P 500 Index has staged an impressive rally after nearly entering a bear market December 24, [...]
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