Blog

We like to proactively communicate various financial topics we feel are important to many of our clients or their loved ones on a regular basis.  We share those here along with links to timely articles and other resources we hope you find interesting and thought provoking.  Please reach out to us with any questions or concerns. 

 

Thursday, April 5, 2018

Technology is a life changer. GPS has improved interpersonal relations by eliminating arguments about asking for directions. Apps for car services, food delivery, video streaming, news media, and social media have changed the way we...

 

Wednesday, March 28, 2018

“There’s no place like home.”1Conjuring an image of ‘home’ was a lot easier for Dorothy than it is for people who are on the cusp of retirement. After all, isn’t retirement supposed to be a new start? Aren’t retirees supposed to wave...

 

Wednesday, March 14, 2018

It’s almost time to don green and gold. That’s right, March 17 is upon us. There’s more to the holiday, however, than eating corned beef and cabbage and celebrating the Irish. For instance, St. Patrick is the patron saint of Ireland,...

 

Tuesday, February 27, 2018

Here’s a number most people would like to see on an annual statement: 21.6 percent. That was the annual return for the Standard & Poor (S&P) 500 Index during 2017. In general, U.S. stock indices did quite well last year – and the year...

 

Thursday, February 15, 2018

Investors have really enjoyed the market gains of the last 15 months, but the recent market volatility is also providing anxiety for some valid and obvious reasons. Below are a few common questions we’re getting… Is the...

 

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Monday, February 12, 2018

If you’re looking for a gift that will express your love better than chocolates or a bouquet of flowers, don’t fret. Trendhunter.com has some innovative and unconventional suggestions:• Literary love tattoos. Perhaps, you’d like Rainer...

 

Tuesday, December 5, 2017

Finding a work/fun balance can be difficult and money is just a tool for enjoyment. Aligning your financial plan with your passions encourages meaningful spending by aligning your goals and values, with what brings you true happiness.

 

Wednesday, October 18, 2017

People of a certain age will remember ‘It’s The Great Pumpkin, Charlie Brown.’ The animated television special debuted in 1966,1 way back when there were only a few channels and you had to get out of your seat to...

 

Thursday, September 14, 2017

The data breach recently announced by Equifax reminds us that staying up-to-date about cyber security vulnerabilities and available protection options is critical if digital communication is an integral part of your life. Private...

 

Thursday, August 31, 2017

Personally, when I hear the word “insurance”, red alarms start going off in my head and my internal defense shields go up immediately. All I can think is, “No thank you.” Rest assured, this is not a sales pitch...