Articles

Forward Thinking

Forward Thinking Forward Thinking Five ways to keep moving forward in the age of social distancing   Activities that people used to take for granted have changed in [...]

June 30, 2020

A Letter To Our Clients June 30, 2020  Dear Valued Investor: The July Fourth holiday will be very different this year. Although it’s a time to enjoy family [...]

Proper Financial Planning: Critical for Women

Proper Financial Planning: Critical for Women A key goal of investing for retirement is making sure you save enough to make your money last throughout your lifetime. On [...]

June 4, 2020

A Letter To Our Clients June 4, 2020 Dear Valued Investor: As we look ahead to the summer months, we can’t help but think what a challenging year [...]

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 [...]

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 [...]

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 [...]

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 [...]

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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