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Welcome to our blog where we share insightful information and articles about financial planning, retirement planning, wealth management and more.

Monday, October 18, 2021

We have used most of the superlatives we know to describe corporate America’s stunning performances over the past two earnings seasons. Despite lofty expectations, results exceeded estimates by the biggest margins we’ve...

Monday, October 4, 2021

Common Cybersecurity Risks October 2021 marks the 18th Cybersecurity Awareness Month—and cybercrime continues to evolve. Though you may not get as many emails promising bodily enhancements or asking you to keep some overseas...

Monday, September 27, 2021

We all make mistakes, and through them, we learn. But when it comes to finances, trial-and-error may not be the most suitable approach for you. Maybe you’re making some simple mistakes that can be fixed with a little bit of...

Monday, September 27, 2021

No matter where you are in life, you may have at least a few financial goals. Perhaps you want to buy a house, save for your child’s college education, or retire early. Regardless of what your goals...

Tuesday, September 21, 2021

Until recently, we expected the 10-year Treasury yield to end the year between 1.75% and 2.0%. Now, however, there are two key elements suggesting we are unlikely to see significantly higher interest rates by year end: The Delta...

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Monday, September 20, 2021

Do you ever dream of the day when you can retire and pursue your interests, travel, or simply relax from the pressure of the daily grind? In the past, retirement planning was a simpler process. Many retirees could count on...

Tuesday, September 14, 2021

Several policy-related risks loom in September and October that may lead to an increase in market volatility. The debt ceiling needs to be raised (likely by mid-October), the government needs to be funded to avoid a shutdown by the end...

Monday, September 13, 2021

A charitable remainder trust (CRT) can be a highly effective financial and estate planning tool. The CRT can allow you to: avoid capital gains taxes on highly appreciated assets, however when income is...

Thursday, September 2, 2021

Global Markets Up for August Global equity markets were overwhelmingly up for the month of August, on the way to record–setting performances. But it wasn't just U.S. equity markets that performed well this...

Monday, August 30, 2021

First and foremost, this week’s commentary should not be construed to suggest that we are saying stocks will go up forever. We are also not saying that stocks are immune from a pullback in the final four months of 2021....

Monday, August 30, 2021

You don't need to live your life under the constant stress of expecting disaster to strike. By taking these 4 financial steps toward disaster preparedness, you may gain some security that helps you set these worries aside.

Monday, August 23, 2021

The term stagflation has been circulating increasingly in the financial media as inflation readings have risen sharply in recent months. The term is often associated with the 1970s, which saw runaway inflation—largely driven by...

Friday, August 20, 2021

What is FOMO When it Comes to Investing? Fear-of-missing-out is a very real emotion –but it can derail your portfolio. Every day we’re bombarded with reports of what’s hot and what’s not –fueling a...

Monday, August 9, 2021

Plan Ahead for your Inheritance Families inherit money and sometimes make the right moves investing and spending. Inheritances can also ignite disruption, divorce and a host of bad behavior far from the hopes and plans of the...

Friday, July 30, 2021

Quantitative easing and short-term rates near zero could be ending soon Federal Reserve Chair Jerome Powell seems to have capitulated on plans to taper the Fed’s stimulus program as of mid-July, causing the bond market to rally...

Wednesday, July 7, 2021

One of these questions is significantly more important to your success We’ve all been there: scratching our heads wondering what to do with all the retirement savings accounts. Too many choices can be overwhelming, until you step...