What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, 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.
WHEW! The Market! Let's Look on the Bright Side...
It has unquestionably been a rough road for 2022. I, of course, do not want to make light of the concern most of you undoubtedly have with your portfolio, but I'd like to provide you with information I have been gathering from some of...Read More
RMD Changes 2020
I had many questions last week regarding the changes to this years Required Minimum Distribution (RMDs), in light of the CARES Act. IF you still have to take an RMD this year and have not yet taken it, this information may be...Read More
What Should We Expect in 2022?
I was recently on a call with American Funds/Capital Group, they had some insightful information in their 2022 Outlook Edition and I wanted to share some of this information with you.Here is a summary of what they are predicting:...Read More
What to Expect in 2022
I was recently on a call with American Funds/Capital Group, they had some insightful information in their 2022 Outlook Edition and I wanted to share some of this information with you.Here is a summary of what they are...Read More
Federal Tax Update
As the country moves forward from the effects of the Coronavirus and the 2020 elections, it is time to consider potential key tax law changes that may affect you in 2021 and beyond. Given the 2020 election results and the Tax Cuts and...Read More
Cryptocurrency, Bitcoin & Our Perspective!
Cryptocurrency from an investment stewardship perspective Overview In 2017, a relatively new “investment” called cryptocurrency garnered a tremendous amount of media attention, most notably Bitcoin. While Bitcoin lost media...Read More
Investment Outlook and Market New January 2021
The New Year brings exciting things and provides a chance for us to revisit our priorities and redefine or realign our goals. I think we are all curious as to what this year will hold especially given what we faced last year. I believe...Read More
Vaccination and Market News December
We are halfway through December and 2020 is ending. But, it looks like we will end 2020 on a very positive note with a distribution of the first rounds of the Covid 19 Vaccinations. On Sunday, the initial supplies of the Pfizer...Read More
The 4% Rule of Thumb for Retirement Income
Happy FALL! Cooler temperatures are definitely here … so the other day I was enjoying a great hike while listening to a very interesting podcast by Michael Kitces regarding the 4% Rule for income distributions in retirement. On...Read More
The Markets and Elections 2020
What a year 2020 has been, first a pandemic that brought about a global world economic shutdown and now we face not only cooler temperatures but also a very heated Presidential election. As we climb out of 2020 and look ahead into 2021...Read More
July Market News!
Happy July! I hope you are enjoying your summer. We have faced a great deal this year to say the very least! But I truly believe brighter days are ahead and good things will come. Despite what the media tells us, I wanted to breakdown...Read More
Take the stress out of the unforeseen! Family Preparedness Workbook.
It is hard to believe that we are over half way through 2020! There is no doubt that this year has been quite a ride already and I do not anticipate this changing in the near future. In times of external chaos I believe it is important...Read More
Wondering about Retirement, the RIGHT questions to ask before Retiring!
Are you thinking of Retiring? You may be mentally or emotionally ready but are you FINANCIALLY ready? Retirement is a truly exciting time in life. It is a time to begin living life on our own terms. If you are thinking about retiring...Read More
June Market News
WOW! We are already over halfway through the year. We have a seen a lot this year. As a look back to January and February, it feels like it was years ago, although time has flown by over these last several months and I find it hard to...Read More
Wishing You a Happy Father’s Day
Let’s hear it for the dads, the ones who help us grow, give us guidance, and look out for us in a million different ways. In celebration of Father’s Day, here are some of the ways you can honor the father-figures in your...Read More
The Power in staying the Course!
I know that we have faced a lot in these recent months… from a global pandemic, to worldwide economic shutdown, and a huge drop in the global financial markets. Now as businesses throughout our country are continuing to reopen...Read More
Ditch the Worry
Ditch the worry and begin taking Action on your Financial Plan! I have a free offer of you! These days there are many things in our lives that are out of our control, like our ability to socialize, the volatility of the stock market,...Read More
Rays of Hope
We have all gone through a lot in these last months, from a vibrant strong economy to a complete worldwide economic shutdown. The world we knew is no longer and we are entering into a new “normal.” As the country begins to...Read More