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Blog

Will I be ready for Retirement? How do I maximize my investments? What financial issues impact your life the most? You can discover them on our blog. Whether its ideas from the investment world or financial protection strategies, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in - we’re glad to have you reading along.

 

Thursday, July 13, 2017

No matter where you are in your life, saving for retirement is likely one of your most important financial goals. But, even if you have professional guidance and a clear strategy for your desired future, you could still be missing some...

 

Wednesday, June 21, 2017

Preparing for the future is one of the most important aspects of financial strategizing, and a lack of involvement often leaves women, in particular, potentially exposed to financial hardships later in life. Don’t expect a spouse...

 

Thursday, January 12, 2017

For more than 4,000 years, many people have celebrated the start of their new year by making promises to change their behavior or improve themselves.[i] And it’s no wonder why: While New Year’s resolutions can be hard to...

 

Monday, December 19, 2016

We’re in the midst of the holidays, travels, family gatherings, and more. And though life is busy, any free moments you can spare for a little tax planning will help you stay ahead in 2017. We’re happy to share with you...

 

Tuesday, December 6, 2016

As the end of 2016 grows closer, we have to say that this has certainly been an eventful year. A long presidential election campaign left many Americans feeling bruised and more divided than ever. And many people were surprised when...

 

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Thursday, January 21, 2016

January 20, 2016 Over the last few years, we have faced a variety of challenges in the market. Times of stress spark the need for discussion, reassurance, and often, historical context. In 2013, we started the year worried about the...

 

Friday, January 8, 2016

January 7, 2016 While a new year means new beginnings—changing to a new calendar, signing up for a new gym membership, and struggling to remember to write 2016 on our checks—markets are starting 2016 off with the same growth concerns...

 

Monday, December 21, 2015

December 16, 2015 The events of today bring one word to mind: finally. Earlier today, the Federal Reserve (Fed) finally raised the target for the federal funds rate by 0.25%. By raising this key overnight borrowing rate, the Fed raised...

 

Tuesday, November 24, 2015

On the surface, it seems too good to be true. You have a married couple, where (let’s say) the husband has earned higher yearly income than his wife. That means he has contributed more to Social Security over his working life....

 

Monday, August 24, 2015

Dear Friends, August brings with it the end of summer, but in recent years, bouts of stock market volatility have been common. It is quite normal for stock prices to decline at some point almost every year. In 30 of the 34 calendar...

 

Wednesday, July 8, 2015

Dear Friends,The Greek people had their voices heard on July 5 and decisively voted “no” on the Greek referendum to accept the latest bailout deal from creditors. This outcome, which was surprising to many, will potentially raise the...

 

Thursday, May 28, 2015

Dear Friends,Many of us are spending our Saturdays out in the yard, helping our lawns bounce back from a tough winter. As the brown patches and bare spots that are reminders of colder days fade, our lawns’ roots are showing underlying...

 

Monday, November 17, 2014

Questions about the Safety and Security of your Information With recent cyber-attack events in the news, you may be worrying about the security of your personal information and finances. We recognize that you have entrusted us with...

 

Tuesday, October 7, 2014

The Top Questions You Should Ask about your Current Estate Plan 1. Are your current assets titled in your trust name or do they otherwise name beneficiaries? 2. Have you acquired new real estate and if so was title taken in your trust...

 

Monday, September 15, 2014

The IRS has recently issued a warning to consumers to be wary of telephone scam artists pretending to be with the IRS. Since the IRS carries authority over tax law and other aspects of your financial life, fraudsters have used this to...

 

Saturday, September 6, 2014