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HOT TOPICS: Post-Pandemic Travel
The travel and hospitality industries have been drastically impacted by the global pandemic since early 2020. From canceled vacations, city-wide shutdowns, and extensive travel restrictions, the thought of taking a vacation changed for many throughout the past two years. With summer right around the corner, many people are…..

HOT TOPICS: Inflation
Was Christmas a little bit different than years in the past?…
After all the changes we have experienced the past 22 months, Christmas 2021 just felt a little different, and in my opinion, even more special…

Stocks Hit New Highs as the Pandemic Recedes & Inflation Soars: Market Commentary- July 2021
As we start the second half of 2021, we are happy to say the world looks a lot more like it did pre-pandemic than it did for most of 2020, and that sentiment is supportive of risk assets going forward…but strong performance in the first half of 2021 should not be taken as a signal that risks no longer remain….

Warning: Volatility Ahead!
As vaccination rates increase, more states are opening and reducing mandatory restrictions. But what exactly does our new normal look like? Post-pandemic culture across the United States certainly has a different look and feel from…

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…

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…

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…

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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