Understanding the FDIC and SIPC: Insuring Your Deposits and Investments
/
How much of your money is protected by the FDIC and SIPC?
Read More
Blog
It’s Official – 1Q21 GDP is 6.4%
/
The first quarter of 2021’s Real Gross Domestic Product (GDP) rose 6.4% per the June 24, 2021 release from the U.S. Bureau of Economic Analysis (BEA).
Read MoreGoldilock’s Economy?
/
2021 has arrived and after a devastating year, it has us all wondering what type of economy awaits us.
Read MoreThanksgiving 2020
/
There is no doubt that Thanksgiving festivities are going to be very different this year. Smaller gatherings are encouraged so it may be the perfect opportunity to host a Thanksgiving that includes a meaningful table-top discussion on which charities you support and why.
Read MoreElection Time
/
The presidential election has been a source of concern for many investors, and our clients are no exception.
Read MoreDocumentaries
/
Over the past five months, I have seen more movies than I have in years and I owe it all to the COVID quarantine.
Read More
Quantitative Easing- Why is it different this time around?
/
COVID-19, with its ripple effect, has quickly pushed our economy into a recession. To combat this economic downshift, our federal government is once again using Quantitative Easing.
Read MoreUncertainty
/
When uncertainty rears its ugly head, it is not uncommon for individuals, our government, and corporations to stop spending until they see a better—clearer—path ahead. So, what happened to make us feel so uncertain?
Read MoreWhen is a Recession Declared a Recession?
/
There have been a lot of discussions lately on whether or not we are headed for another recession. There has also been a lot of controversy over what defines a recession.
Read MoreWhat Should You Be Telling Your Financial Planner?
/
Let’s face it, most of us have made a financial decision that we are not proud of. It happens to everyone. If you’re asking a financial planner for help, however, keeping secrets can prevent your planner from building an effective plan of action.
Read MoreTime in the Market
/
Here we are once more at the starting point of a fresh new year. We always begin with so much optimism… hoping and dreaming that this will be an awesome year.
Read MoreWhere Will the Market Be in 2019?
/
Even with the dramatic market swings this year, it is hard to imagine we will end 2018 where we started. On December 31, 2017, the Dow closed at 24,719. As I write this article, the Dow is at 24,622. That is correct—it has been a flat performance year.
Read MoreHow Will Proposed Trade Tariffs Affect My Investments?
/
The flow of commerce is predicated on both the importers and exporters utilizing human capital, technology and natural resources to provide their products and services.
Read MoreThe Index Factor
/
Occasionally, it’s worth reviewing the basics to keep market volatility in perspective. Dow Jones Industrial Average (DJIA) and Standard & Poor’s 500 (S&P) are indices most familiar to investors due to the constant reporting by the news.
Read MoreWhat is Happening with the Stock Market?
/
It’s time for the 2018 Market Briefing and this event couldn’t be more timely. Market volatility is back!
Read MoreA Financial Jam
/
I recently read that only 32% of all households have a relationship with a financial planner. (Journal of Financial Planning, Sept 2017) Let’s be clear, we’re not talking about a relationship with a financial advisor that just makes investment decisions;
Read MoreWhat I Learned From This Year's Investment Conference
/
Having had the opportunity to attend the annual Schwab Impact conference in October, I found it to be invigorating and insightful. Those three days exposed me to a very eclectic range of speakers, from former U.S. Labor Secretary, Robert Reich, to Magic Johnson, who is not only a legend on the court, but a visionary in the business world.
Read MoreThe Evolution of Crime
/
During prohibition, alcohol was very lucrative for crooks. Today, cybercrime has taken its place. You cannot turn the news on without hearing of someone having their identity stolen or email hacked.
Read MoreHow to Implement a Credit Freeze
/
Online security is at the top of everyone's mind right now, and rightfully so. Although breaches at national companies have shown us no one is immune to hackers, we want you to know of ways to help protect your identity.
Read More
