Dec 7, 2022December Economic UpdateMarket Summary The major market indices retraced back higher again in November into the upper ranges we’ve experienced over the past six...
Nov 30, 2022Couples Retiring on the Same PageWhat does a good retirement look like to you? Does it resemble the retirement that your spouse or partner has in mind? It is at least...
Nov 9, 2022November Economic UpdateMarket Summary October was a choppy month with new lows for the year being made from a disappointing CPI release, followed by rebounds...
Oct 21, 2022The Behavior Gap and Your Financial Health“It turns out my job was not to find great investments but to help create great investors,” writes Carl Richards, author of “The Behavior...
Oct 10, 2022October Economic UpdateMarket Summary Renewed concerns regarding inflation and another stern message from the Federal Reserve pushed the stock market lower in...
Sep 29, 2022Roth IRA ConversionsIf you own an Individual Retirement Account (IRA), perhaps you have heard about Roth IRA conversions. Converting your traditional IRA to...
Sep 10, 2022September Economic UpdateMarket Summary Renewed fears of higher interest rates and economic weakening, coupled with tough talk by the Federal Reserve, weighed on...
Aug 26, 2022Retirement Planning Weak SpotsMany households think they are planning carefully for retirement. In many cases, they are not. Weak spots in their retirement planning...
Aug 9, 2022August Economic UpdateMarket Summary The stock market shrugged off economic data to retrace higher in July for a much-needed rebound from the recent lows. The...
