May 16The Power of the ConsumerA confident consumer can be a powerful ally in an economy. But when the consumer starts to have questions, we can measure consumer...
Apr 20Are You Really Saving Enough for Retirement?Are you on track to save $1 million or more for retirement? If you are 50 or younger, you may need that much in savings to generate the...
Apr 11April Economic UpdateMarket Summary March was a tale of two halves as stocks moved lower during the first two weeks of the month with rising bond yields,...
Apr 7Robert Lawson, MRFC® Elected to the Chair Position of MRFC® Certification Board.The nationally accredited financial Master Registered Financial Consultant (MRFC®) Certification Program has elected Robert Lawson, MRFC®...
Mar 15The Need for Power of AttorneyThe point of the POA. A power of attorney (POA) is a legal instrument that delegates an individual’s legal authority to another person....
Mar 7March Economic UpdateMarket Summary Escalating tensions and uncertainty between Russia and Ukraine upended markets in February, sending stocks lower for the...
Feb 15For Retirement, Income Matters as Much as SavingsSteady income or a lump sum? Last year, financial services firm TIAA asked working Americans: if you could choose between a lump sum of...
Feb 7February Economic UpdateMarket Summary Rising bond yields, elevated inflation, policy shifts from the Federal Reserve, and tensions on the Ukraine border...
Jan 10January Economic UpdateMarket Summary The stock market started December on an uncertain note on with news of the Omicron variant, but then managed to rally in...