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Moments
Capturing moments and turning them into opportunity make all the difference. In volatile markets and a fractured economy, we must remain patient and…
Looking for the “Shortcut”
Chances are you have taken a “shortcut” or two during your life. Seeking out a shortcut is a basic human response. It is an emotional response and our emotions can lead us to take actions that negatively impact our…
What’s Going On with the Stock Market??
The stock market is pricing in anticipation of where the economy will be 12-24 months from now. The current optimism trend is driving the momentum in the markets without regard for the current economic reality. It is important to note that…
Not Just a Nursing Home Anymore…
Due to medical technology and better health care, people are living longer after retiring. Many people see Nursing Home care as Long-Term Care. However, Long-Term Care generally refers to the broad range of medical and…
Quarterly Insights- April 2020
As we continue through this chaotic time, please remember to focus through the fear. Fear is a powerful force. The politicians and media have mastered the art of sensationalizing the negative. I encourage you to flip the narrative and focus on the positive. There are blessings and beauty in every single day! Be a light in what can often be a very dark world…
Beware of Emotional Investing
One of the most dangerous conditions in investing happens to be a very natural human action. So how do you avoid emotional investing?…
So, You’re Turning 65…What’s Next?
Do you have questions concerning your benefits when you retire? Let us uncover the A, B, and D’s of Medicare Health Care Coverage, as well as an explanation of Social Security Benefits…
Changes to the Secure Act of 2019
Often times with new legislation comes many questions and uneasiness. So, let me take a moment to break down some of the major changes, and highlight how they might possibly affect you…
Quarterly Insights- January 2020
Markets welcomed the positive resolution of several key macroeconomic unknowns in the fourth quarter, and that improved clarity sent the broader stock market higher over the past three months. The solid fourth quarter gains helped the S&P 500 index achieve its best annual return since 2013…
Building Wealth through Systematic Investing
Make no mistake about it, building wealth is the primary goal. Clients tend to focus on accumulating pools of money each for a specific purpose when in reality it is all about building wealth by growing overall net worth. It is important for investors to use a variety of account types in an effort to better prepare for life events whether it be a blessing or a storm….
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