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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. Let us know if there are topic you want to know about! So keep checking in. We’re glad to have you reading along. 

Wednesday, June 21, 2023

If the days are feeling warmer and longer, that's because we're approaching the Summer Solstice, the longest day and shortest night of the year, and known as Midsummer in many cultures.The length of the day changes depending on where...

Tuesday, June 13, 2023

Market timing must be exhausting. Always moving in and out of the markets based on economic analysis or business headlines must be so challenging.The accompanying chart shows that money held in money market mutual funds rose to $5.1...

Tuesday, May 2, 2023

There are two primary risks you may face when you don’t invest: inflation risk, or loss of purchasing power, and longevity risk, which is when you outlive your money. In fact, the risk of not investing often outweighs the risk of...

Tuesday, April 11, 2023

Recently, you may have seen reports that the so-called “depletion date” for Social Security was adjusted. This refers to the predicted date when the long-running program will no longer be able to pay full benefits.Barring...

Wednesday, March 22, 2023

Last year, we all witnessed some anxiety-producing headlines.I hope our firm's communications deliver a balanced view of breaking news, regulatory and tax law changes, economic topics, and timely market updates. Our goal is to keep you...

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Friday, March 3, 2023

In the final days of 2022, Congress passed a new set of retirement rules. The law is called SECURE 2.0, and I advise you look over these changes to determine if any apply to your situation. Check with your financial professional....

Monday, February 27, 2023

The stock market can provide some head-scratching moments, which is why I like Warren Buffet’s quote, “...don’t watch the market closely.”Stocks have been strong this year, and they rallied sharply before...

Wednesday, December 28, 2022

Nice and cozy can turn to cabin fever in a hurry. We’ve been there and recommend these activities when it’s time to break up that winter monotony.Visit a MuseumMuseums are at their busiest during the spring and summer, so...

Tuesday, November 1, 2022

This November we celebrate and honor Native American Heritage Month. First authored by Jerry C. Elliot-High Eagle in 1976, the event was announced by President Ronald Reagan in 1986, then expanded from a week to the full month of...

Tuesday, September 27, 2022

As a new parent, you have so much to think about in addition to having experiences you haven’t had before. It can be very overwhelming. You may have considered the cost of having a child and the increase in your regular expenses...

Thursday, September 1, 2022

It’s time for your life insurance checkup. September is National Life Insurance Awareness Month.

Monday, June 13, 2022

Here’s a little-known fact that may help you save money on life insurance: when it comes to underwriting, insurance carriers typically rate clients to their closest birthday.What does that mean? It means that if you are 39 years...

Wednesday, May 25, 2022

When markets cycle lower like they have been lately, perspective is critical. If you’re not connected to someone with experience, it can be easy to miss the big picture.If you zoom out a bit in history, most investors haven't...

Monday, May 16, 2022

Monday, March 14, 2022

Feel like your finances have more control over you than you have over them? Or like you're in a financial hole and just keep sinking? There are ways to take back control of your spending and regain control of your finances. Explore...

Friday, January 28, 2022

Insurance policies don't have to be confusing, once you know just a little about them. The rest is the reason I am here, to serve you and educate you to make informed decisions.

Monday, December 13, 2021

Sunday, August 15, 2021

Who Should Consider A High Deductible Health Plan? What is a High Deductible Health Plan?A High Deductible Health Plan (HDHP) is a government Marketplace health plan with an annual deductible of at least $1,400 for an individual or $2...

Thursday, August 5, 2021

Which documents should you keep?And which ones can you shred? Everyone is guilty of holding on to documents for too long. Whether you feel like it has real value, or you're keeping it for fear of needing it, this can create quite a...

Tuesday, July 6, 2021

Keep Growing After Your Career is Over Reap the benefits of learning. You worked hard in your career. You put in the necessary years to get your job done and felt fulfilled in doing so. And now you’re retired and are interested...

Tuesday, May 4, 2021

Investors looking for "green shoots" to confirm that the economy is on the mend have seen plenty of examples in recent weeks. Retail sales rose 9.8% in March, the largest monthly gain since May 2020. It's important to remember that...

Thursday, April 15, 2021

Keep Your Estate Plan In Order Is your estate plan still up to date? There's no time like the present to revisit your latest draft. Even if you're retired and have created a plan for your estate and assets, it’s still a good...