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Wednesday, April 1, 2020

After recording two double-digit drops in equity prices over the last three trading days, the global pandemic of COVID-19 has sent world equity markets into bear market territory. The result is a cumulative 30% drop in the S&P 500...

Monday, March 30, 2020

The United States has more cases of the coronavirus than any other country, and in an attempt to stop the spread of this disease, states have closed schools and businesses throughout the country. These unprecedented shutdowns have...

Wednesday, March 25, 2020

Stocks trying to add to huge gains. Futures are indicating a flat to slightly positive open as stocks attempt to add to historic gains from Tuesday on optimism surrounding eventual passage of the fiscal stimulus plan in the Senate. The...

Tuesday, March 24, 2020

Scammers, fraudsters, and other criminals are taking advantage of rapidly changing data and facts associated with COVID-19, both in the workplace and in our homes. Government agencies, corporations, and news outlets continue to warn...

Wednesday, March 18, 2020

Keeping your cool can be hard to do when the market goes on one of its periodic roller-coaster rides. It's useful to have strategies in place that prepare you both financially and psychologically to handle market volatility. Here are...

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Wednesday, March 18, 2020

The market volatility continues, as the S&P 500 Index has closed either up or down 4% or more for a record 7 consecutive days. With the S&P 500 Index down 30% from the highs, it has officially moved into a bear market. Yesterday, we...

Wednesday, March 18, 2020

With the rapid spreading of COVID-19, and more and more people either on self-quarantine or practicing social distancing, many of us are working from home. While working from home definitely has its perks – no commute! –...

Tuesday, March 17, 2020

On Saint Patrick’s Day, towns hold festive parades, people head to restaurants to dine on Irish fare, children pinch each other if they don’t wear green, and everything from beers to milkshakes turn the color of shamrocks....

Wednesday, March 11, 2020

529 plans can be a great way to save for college, but they're not the only way. When you're investing for a major goal like education, it makes sense to be familiar with all of your options. Mutual funds Mutual funds are an option to...

Thursday, March 5, 2020

Many clients may fastidiously plan the path they want their assets to take, but not give their beneficiary information the attention it needs and deserves. Designating the best beneficiaries is essential for proper asset planning, and...

Wednesday, February 26, 2020

The global equity weakness continued yesterday, with consecutive 3% drops for the S&P 500 Index for the first time since August 2015. It might be hard to believe, but exactly one week ago today the S&P 500 was making a new all-time...

Friday, February 21, 2020

Many adults are finding that their aging parents are in need of health care assistance. Luckily, there are many options available today to help your parents grow old gracefully, either in their own home or in a facility, and several...

Wednesday, February 19, 2020

The recent news that technology giant Apple would miss its fourth quarter 2020 revenue targets has understandably increased investor anxiety surrounding the potential economic impact of the coronavirus (now called COVID-19). Lost in...

Thursday, November 28, 2019

"These 7 Social Security myths just aren’t true, no matter how often you hear them" Some assumptions about Social Security are simply not correct. This article, written by Devon Carrol of Texarkana Texas, addresses some common...

Saturday, January 26, 2019

Keep Your Financial Reset Button Nearby! You may feel you have your finances in order and then WHAM some big life event happens and throws you off course or you simply arrive at a feeling of financial doubt and disarray. It could be...

Monday, January 7, 2019

How do you celebrate your financial success? There are important achievements in our lives we recognize with celebration. However, when it comes to celebrating our financial successes, we often don’t give it much celebration or...

Wednesday, November 28, 2018

As a financial advisor of more than 35 years, I’ve had the opportunity to see firsthand the strange tragedy that takes place when many people encounter a financial windfall - what we term “sudden money”. When it comes...

Monday, August 18, 2014

A trust is a legal entity that is central to a three-part agreement in which an individual — the trust’s "grantor" — transfers the legal title to an asset to that trust for the purpose of benefiting one or more beneficiaries. The trust...

Tuesday, August 5, 2014

Although the thought may not be pleasant, you may someday face a sudden health crisis that leaves you unable to make your own medical decisions. Fortunately, there is a legal means, known as an advance directive, to address this...

Wednesday, July 9, 2014

Investors often concentrate on accumulating assets, but how much time and energy is spent on preserving those hard-earned assets for future generations? Not nearly enough. Have you considered any of the following strategies to help...

Wednesday, July 2, 2014

Planning for the care of parents has always been a part of the work that I do for clients. When I saw this today it touched my heart, reaffirming and crystallizing the importance of this part of my job. Posted by a friend of mine on...

Saturday, May 24, 2014

Beginning in September of 2014, the Social Security Administration will resume sending paper Social Security Benefit Statements in the mail. Paper statements will be mailed to workers at ages 25, 30, 35, 40, 45, 50, 55, 60 and older....