Your answers to these 22 questions could define your retirement lifestyle. Schedule your "No-Cost" Strategy Session today and let's learn the answers together.
On Monday, June 13, investors began the week by digesting a new spate of bad – albeit familiar – news: Inflation continues to surge. In response, the markets sank swiftly and sharply, pushing the S&P 500 officially into bear market territory.1 (A bear market, as...
Global turmoil and rising inflation have presented today’s investors with some pretty daunting risks. But remember, this is the situation for which you built a long-term asset allocation strategy. If you haven’t developed such a strategy yet, we are happy to help you...
The U.S. housing market is still suffering from low inventory: too few houses available for the numbers of home-seeking buyers. Naturally, the capitalist principals of supply and demand kick in, meaning that prices inevitably rise when there are too few products...
One of the biggest trends in energy today is the retirement of some coal-fired power plants in favor of renewable energy sources. According to the Energy Information Administration (EIA), nearly 90 gigawatts of coal power have been retired since 2011, and it projects...
In mid-to-late January, investors experienced one of those common but utterly nerve-wracking pullbacks in the stock market. An accumulation of factors — inflationary pressure, potential adjustments to monetary policy, geopolitical concerns — combined to put the stock...
You Must Not Do That! As a financial advisor, do you believe that’s the phrase I get paid for the most? That’s because I earn my keep by keeping clients from making some very big mistakes with their money. Now, as we experience a market correction and spate of scary...