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Gender Dynamics: Pre- and Post-Pandemic

May 28, 2020 |

In past recessions, industries like manufacturing and construction were often the hardest hit. For example, some economists referred to the Great Recession as a “man-cession” because at the outset, more...

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How to Deal With Financial Stress

May 20, 2020 |

A recent survey by the National Endowment for Financial Education found that almost 90% of Americans were feeling anxious about their money situation.1   39% were worried about job security...

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Why Sequence of Returns is Important

May 12, 2020 |

The research firm Spectrem Group estimated that at the end of 2019 there were 11 million millionaires in the U.S. By the end of the first quarter in 2020, that...

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What Does National Stimulus Relief Mean for You?

May 5, 2020 |

On March 27, 2020, President Donald Trump signed into law the Coronavirus Aid, Relief, and Economic Security (CARES) Act, a historic $2 trillion stimulus package designed to provide economic relief...

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Takeaways From Warren Buffett’s Annual Shareholders Letter

May 1, 2020 |

“When seeking directors, CEOs don’t look for pitbulls. It’s the cocker spaniel that gets taken home.”1   The above quote is one of the ideas Warren Buffett conveyed in his...

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Contingency Plans Helpful to Weather the Unexpected

April 21, 2020 |

Financial advisors often tell clients to keep an emergency fund of liquid assets, with enough to cover three to six months of living expenses. It makes you wonder why America’s...

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Breaking Down the Recent Jargon of the Market

April 14, 2020 |

The Dow Jones Industrial Average (DJIA), the S&P 500 and the Nasdaq experienced quite a roller coaster ride in March. There are mixed opinions as to whether it was due...

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Affordable Housing Crisis Challenges

April 7, 2020 |

There are several factors contributing to the current housing shortage in the U.S. For starters, low inventory of existing homes for sale has driven up the prices of available housing,...

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The Coronavirus and Other Oddball Risks

March 17, 2020 |

One of the reasons investing never gets boring is because it is an ever-changing, never-sleeping industry that presents new opportunities — and new risks — every day.   One of...

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Student Loan Debt Affects More Than Millennials

March 5, 2020 |

Common sense would suggest older workers have a much easier time saving than young adults. They are more likely to have already purchased a home, put kids through college and,...

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RMD Considerations

February 18, 2020 |

With people living longer and benefiting from the long-running bull market, there are more factors to consider in taking required minimum distributions (RMDs) from retirement accounts. The traditional IRA, SEP...

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Assessing the Role of Government

February 12, 2020 |

Recently, President Trump bemoaned the inconveniences of low-flow toilets, showers, dishwashers and energy-efficient lightbulbs – all implemented in the wake of government regulation aimed toward conservation efforts.1   One issue...

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Financial Tips For 2020

February 6, 2020 |

The U.S. has enjoyed 10 years of a booming stock market and a growing economy. It’s too early to tell how 2020 will look, but there are some signs that...

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Non-Cyclical Stocks and Their Relationship to the Economy

January 21, 2020 |

Three pivotal economic events of 2019 were: (1) the prolonged trade dispute between the U.S. and China; (2) the series of three interest rate cuts by the Federal Reserve; and...

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Two Retirement Planning Approaches: Safety vs. Probability

January 16, 2020 |

According to Merrill, four of the most common risks to your retirement strategy are:1   A significant market drop shortly before or early in your retirement Inflation reducing your spending...

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Market Trends to Watch

January 2, 2020 |

The investment world is like the weather: constantly changing. Financial vehicles are tweaked and improved upon, particularly when there are changes to tax law or compliance rules. The world of...

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The Importance of Women Achieving Financial Confidence

December 18, 2019 |

  Married or single, women are finding that taking an active role in their financial futures is critical. About 80% of married women outlive their husbands, and nearly half of...

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Retirement Planning During Changing Times

November 19, 2019 |

According to the United Nations, across the globe, people older than 65 now outnumber children under five for the first time in history. In 1960, the average woman gave birth...

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Medicare Update

November 14, 2019 |

Some hard-working, taxpaying Americans get angry when they hear Social Security called an entitlement program, perhaps because the word “entitlement” has come to have a connotation with welfare programs. The...

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Can Your Portfolio Weather an Economic Storm?

November 4, 2019 |

Let’s talk a little about famous last words. On Nov. 8, 2007, then-Federal Reserve Chairman Ben Bernanke told lawmakers that the U.S. economy did not appear headed for recession. One...

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