Economic and Financial Market Commentary: Q3 2018
After a generally positive investment environment for the third quarter, both stock and bond asset classes have come under pressure in the first co...
Considering an annuity? Know the facts first
Mention the word annuity to anyone and you’re likely to get a...
Economic & Financial Market Commentary: Q2 2018
“If investing is entertaining, if you’re having fun, you’re probably not making any money. Good investing is boring.” – George Soros
...Life happens! Make an emergency fund your #1 goal
Have you read this alarming statistic? According to
Parenting is no easy task. Boy, is that an understatement! As a relatively...
Parents: Don’t wait to start that 529 Plan!
When cooking up holiday treats or your financial future, smart planning is key
I’m not the main cook in our house (I give my wife full credit for putting amazing meals on the table every day!), but I do love to eat—and...
Is your portfolio at risk in today’s bull market? The numbers tell the story
The Dow rolled past 23,000 last week for the first time in history, creating yet another milestone for a bull market that just keeps going… and goi...
When it comes to money, are you your own worst enemy?
Economist Benjamin Graham may have said it be...
3 Simple Rules for Investing in Tomorrow
Investing in your future should be pretty simple, right? You identify your goals, create a portfolio designed to help you meet those goals, and fol...