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Planning For Retirement

Retirement! Most Americans get excited about the day they no longer have to go to work to earn an income. No more bosses, no more meetings to attend, no more schedules to keep, no more stress that even the best of jobs can create. Retirement can be…

Fourth Quarter Economic Update 2020

There are many years that history could easily forget, but 2020 certainly will not be among them. The past year challenged us in more ways than we were prepared for and the…

Welcome to 2021

Welcome to 2021! We hope that you and your family had an enjoyable holiday season. Last year presented some of the most challenging times for everyone and we are hoping that…

Strategies for Investors in Uncertain Times

After one of the most contentious presidential elections in recent history, as of November 6th, the election results are still not finalized and the might be contested for the foreseeable future. A new administration could bring changes, so we thought it would be helpful to review some information to think about if…

3rd Quarter Economic Update

Nearly six months after the large waterfall drop of equity prices in March, most broad indexes have found their way to a better place.  For the third quarter, the Dow Jones Industrial Average (DJIA) advanced over 7% and the S&P 500 Index (S&P 500) rose over 8%. Although the quarter was strong, the month of September brought….

Low Interest Rates

Interest rates are important to investors and they are currently at or near all-time lows. At this past June’s Federal Reserve meeting, interest rates were kept at a range of 0%-0.25% and it was indicated that they will…

2020 First Quarter Update

No one expected the longest bull market in history to see its demise brought on by a virus. While U.S. equity markets were able to withstand a trade war with China, a presidential impeachment, the potential for a global recession and global uncertainty including Brexit and civil wars in the Middle East, the U.S. economy was ambushed…

Market Volatility

The last few days of February created confusing and turbulent times for investors. The rough stock market fluctuations created a rollercoaster-type of ride that has attracted almost every media….

2019 Year-End Tax Moves

One of our main goals as holistic financial advisors is to help our clients recognize tax reduction opportunities within their investment portfolios and overall financial planning strategies. Staying current on the ever-changing tax environment is a key component necessary to help our clients benefit from…

3rd Quarter Update

After some concerns and declines during the summer, major equity markets showed advances in the month of September and finished positive for the third quarter of 2019.   The S&P 500 ended the month about 1.7% higher, and up by 1.2% for the quarter. The Dow ended 1.9% and 1.2% higher for…