November 21, 2019

2019 Year End Planning

With most of 2019 behind us, now is a great time to consider the following financial planning moves, if appropriate for your circumstances. It is important to make sure you…

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October 23, 2019

The Wall of Worry (Redux)

In more than a few client meetings, we have found ourselves saying that if you only looked at the headlines and what was going on in the media/politics/geopolitical front, you…

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August 21, 2019

Life Insurance Basics

Preparing for your family’s future goes beyond investing to meet your goals and objectives. A key component of ensuring your family’s future is financially stable is obtaining the right amount…

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July 18, 2019

A Tale of Two Markets

While there is always a bull vs. bear debate in any market environment, the cross-currents in today’s financial markets are fairly stark. Recent stock market action is painting a rosy…

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June 19, 2019

Estate Planning Basics

Estate planning is the process of planning for how an individual’s assets and liabilities will be managed, preserved, or distributed after incapacitation or death. One of the goals of estate planning is to distribute the individual’s assets in the timeliest, most tax-efficient manner in accordance with the wishes of the incapacitated or deceased individual. Estate planning poses a significant challenge because it forces one to think about their own incapacitation or death. That being said, it is imperative to get organized and think about these events…

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May 16, 2019

Health Savings Accounts (HSA’s)

A Health Savings Account, more commonly known as an HSA, can be a powerful tool. To put it simply, an HSA is a savings account. An individual or a family…

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April 24, 2019

The Central Bank Effect

As 2018 ended, it appeared as if the Federal Reserve was intent on further interest rate hikes (after 4 in 2018).  In addition to interest rate hikes, the Fed had…

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February 20, 2019

Good Debt vs. Bad Debt

Your personal net worth consists of both assets and liabilities. The simple equation to calculate your Net Worth is: Net Worth = Assets – Liabilities Liabilities or debts, often given…

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January 24, 2019

From QE to QT

Investors will be glad to say goodbye to 2018, and especially the final month of last year, which turned out to be the worst December for the stock market since…

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December 19, 2018

2018 Year End Planning

With the end of 2018 fast approaching, now is a great time to give your finances a review. The following financial planning moves, if appropriate for your circumstances, are items…

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