January 2023 | Back to Basics

January 2023 | Back to Basics

The longer we are in this business, the more convinced we are that change is in the only constant. We realize that market ups and downs can be extreme and unpredictable, and that volatility can play havoc with your nerves. In times like these, we like to remind our clients to expect the unexpected and try not to let emotion derail your long-term investment plans.

December 2022 | You're Never Too Young to Begin Building an Investment Portfolio

December 2022 | You're Never Too Young to Begin Building an Investment Portfolio

There's a simple word that has profound implications for savings and investing: compounding. Like a snowball that grows as it rolls down a hill, compounding provides the potential for your money to grow, investing your investment earnings.

November 2022 | Retirement Leaves You With a Finite Amount of Money. Be Smart and Make a Plan.

November 2022 | Retirement Leaves You With a Finite Amount of Money. Be Smart and Make a Plan.

Many retirees share the common dread of outliving their money. Besides being psychologically debilitating, the feat of going broke can cause you to overly constrain your retirement lifestyle. On the other hand, not preparing properly can lead to overspending and unpleasant consequences as you age.

October 2022 | Managing Your Retirement When Switching Jobs

October 2022 | Managing Your Retirement When Switching Jobs

Changing jobs can impact your retirement plan. To minimize disruptions to
your contributions and the vested portion of your previous employer's
contributions, it's important to understand the choices you may have when
you make a career transition.

September 2022 | Important Details on Student Loan Relief

September 2022 | Important Details on Student Loan Relief

The White House recently forgave up to $10,000 to student loan borrowers as part of a larger debt forgiveness program. There are still quite a few questions to be answered, but here are some key points to know.

August 2022 | When Bears Are Loud

August 2022 | When Bears Are Loud

While negative headlines are eye-catching, a gloom-and-doom
perspective misses some finer details.

July 2022 | Summertime Checkup

July 2022 | Summertime Checkup

Summer’s here, and the time is right for vacations, outdoor activities, and fun. It’s also a good time to consider a few financial matters.

June 2022 | Don't Go It Alone

June 2022 | Don't Go It Alone

There’s no doubt that stocks have been gut-punched in the first half of 2022, and the bear bandwagon seems crowded. But Wall Street has a resilience all its own. Meanwhile, time IN the markets, not timing the markets, remains the wise way to go.

May 2022 | An Attractive Entry Point

May 2022 | An Attractive Entry Point

The investing climate is quite challenging, but history suggests patience will be rewarded. Even if there may be some downside in the short term, consumer and business fundamentals remain supportive. Strong profits and lower stock prices mean more attractive valuations. Our belief is that current levels could end up being an attractive entry point.

April 2022 | Staying Positive

April 2022 | Staying Positive

Inflation is running hot, gasoline prices are up, and interest rates are climbing. Add in Russia’s aggression toward Ukraine, and there are plenty of reasons to be discouraged.

March 2022 | There's Always Good News & Bad News

March 2022 | There's Always Good News & Bad News

It’s easy to get excited reading the news. With all of the storm and stress of the last few years, it’s only natural to react to each ping of our phone’s news apps with a deep sigh and a cynical “what now?”


February 2022 | Contribution Limits

February 2022 | Contribution Limits

Preparing for retirement just got a little more financial wiggle room. The Internal Revenue Service (IRS) announced new contribution limits for 2022.

January 2022 | Welcome to 2022!

January 2022 | Welcome to 2022!

We like to think of the New Year as a time to look to the future and consider what ideas and interests we want to pursue in the year ahead. Let us help you in planning your financial future.

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