Blog
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 family update or some other surprise. So keep checking in. We’re glad to have you reading along.
Navigating Market Uncertainty During Election Season
As we move closer to election season, many of you have expressed concerns about how it might impact your investments. It's completely natural to feel uncertain during such times. History, however, provides us with valuable lessons that can
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You’re Invited: An Exclusive Conversation with Dr. Ben S. Bernanke
You’re invited to an exclusive conversation with former Federal Reserve Chair Dr. Ben S. Bernanke, who helped guide the U.S. economy out of its worst recession of the century. His insights on how the economy can emerge and grow...
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Recipes from Chef Ariel – Great for Fall!
Check out these wonderful, exclusive recipes from Chef Ariel Malone. Kreplach Filling 4 cups chopped leftover slow cooked beef, pork or turkey 1 cup chopped vegetables that were cooked with meat and any excess fat scraps (trust me, it...
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Year-End Financial Checklist
2020 has been a tumultuous year, to say the least. But this year is the perfect representation of why we work together: we plan ahead, taking into account different scenarios and emergencies, to devise a solid strategy that helps you...
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Roth Conversion in 2020 - Is It Right For You?
The COVID-19 pandemic has shaken up nearly every aspect of American life. To say it’s been a difficult time would be an understatement. However, difficult times may open doors to new possibilities. Businesses are changing...
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Where is the Market Heading?
It's a question we hear most and to answer most directly, we don't know. Nobody does. All we can do is give our thoughts based on the data we are seeing.
Read MorePaycheck Protection Program (PPP) Flexibility Act
On June 5, President Trump signed the Paycheck Protection Program (PPP) Flexibility Act (The Act) into law, introducing favorable changes to several issues within the PPP loan program for small businesses.The Treasury and the Small...
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What Can Financial Planning Look Like for You?
Watch the short video link below to see how we help our clients see the full picture and plan towards achieving their goals. Your Financial Plan
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Planning Prevents Panicking
Sometimes it helps to have little reminders to keep us grounded in times of adversity like we face today. Over the last 20 years, the average investor has made 3.4%. US Stocks have made more than double that, 7.2%[1]. Many suggest...
Read MoreMonthly Market Insights
Last month, markets maintained their upward momentum while a potential trade deal between the U.S. and China seemed to be on the horizon. Learn more through the link to a brief video below. For any questions on how your portfolio is...
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Timing Risk in Retirement
According to a recent Transamerica survey1 56% of retirees reported retiring earlier than they had planned. Some of the reasons cited included job loss or health or family related reasons with only 11% retiring early because they had...
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Why Annuities for Retirement Income
See a video series on the role annuities can play in your retirement income plan.
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