Sep 6September Economic UpdateMarket Summary The stock market pulled back in August after several consecutive months of positive returns. In the final week of trading,...
Aug 25Are You Retiring Within the Next 5 Years?You can prepare for the transition years in advance. In doing so, you may be better equipped to manage anything unexpected that may come...
Aug 7August Economic UpdateMarket Summary Stocks posted another month of respectable gains with optimism regarding a slightly weaker jobs market and inflation...
Jul 9July Economic UpdateMarket Summary Stocks rallied across the board in June with improving market breadth in spite of growing economic concerns and comments...
Jun 29Recent Election Brings Changes to the MRFC® Certification BoardThe International Association of Registered Financial Consultants (IARFC®) announces the results of the recent election and the expansion...
Jun 7June Economic UpdateMarket Summary May presented a complex landscape in the US stock market, characterized by mixed economic signals and market performance,...
May 25Should You Downsize for Retirement?You want to retire, and you own a large home that is nearly or fully paid off. The kids are gone, but the upkeep costs haven’t fallen....
May 8May Economic UpdateMarket Summary The stock market traded within a narrow range last month as economic data waned, earnings reports were mixed, and banking...
Apr 27What is an Annuity?Individuals hold about $2.5 trillion in annuity contracts; a tidy sum considering an estimated $12.2 trillion is held in all types of...