Apr 19, 2017Common Estate Planning Mistakes to AvoidMany people put estate planning on hold leaving only the courts and lawyers to benefit from their procrastination. While inaction is the...
Apr 13, 2017April Economic UpdateStocks went sideways rather than north in March, with the S&P 500 losing just 0.04%. Since the beginning of April, Wall Street’s three...
Mar 3, 2017March Economic UpdateFebruary was a great month for stocks and a historic month for the Dow Jones Industrial Average. The blue chips closed at record highs...
Feb 23, 2017Savvy Social Security InsightsRetiring with an Age Difference. If you are 10 or 15 years older than your spouse or partner, to what degree should that age gap...
Feb 3, 2017February Economic UpdateStocks once again advanced in January with the S&P 500 gaining 1.79% and the Dow Jones Industrial Average closing above 20,000 for the...
Jan 10, 20178 Smart Moves to Improve Your Personal Finances in 2017In life, there are times when simple decisions can have a profound impact. The same holds true when it comes to personal finance. Here...
Jan 4, 2017January Economic UpdateA Happy New Year to you and yours! December wrapped up 2016 with a strong rally in the U.S. financial markets with positive economic data...
Nov 24, 2016Your Annual Financial To-Do ListThings you can do before and in preparation for 2017. What financial, business, or life priorities do you need to address for 2017? Now...
Nov 23, 2016A Look Back at 2016 Thus FarThe Year in Brief Investors will likely remember 2016 as a year of two momentous votes and one monetary policy decision. This year...