Blog
September Is National Life Insurance Awareness Month
It’s time for your life insurance checkup. September is National Life Insurance Awareness Month, so it’s a great time to review your coverage.1 If you don’t have any life insurance, you’re not alone. Life...
Read MoreWhat is the Cost of Missing a Market Rebound?
Panic selling is not an investment strategy. Repeat: panic selling is not an investment strategy.Investors who pull the emergency brake and bail out during a market decline almost always lock in a loss on their investments. And if they...
Read MoreStagflation: What Is It and Should You Care?
Phew, what a roller coaster we’ve all been riding. There’s so much going on in the world right now, and a lot of it is less-than-happy news. Understandably, most of us have nagging worries about what’s going on in the...
Read MoreDon't Just Do Something; Sit There
Investment markets? You’ve likely heard that they continue to challenge us and we want to keep you informed. Russia’s war on Ukraine has not waned. Reopening from the pandemic shutdown is still dealing with some supply chain snags and...
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5 Facts to Remember During Market Volatility
Wouldn’t it be nice if the stock market didn’t have such violent swings in either direction? Especially the dramatic downward plunges - we’d ALL like to avoid those! But the reality is, the markets include a certain...
Read More(Not those) Season's Greetings! (to market volatility)
While the recovery from the Monday selloff two weeks ago was impressive, we are not out of the woods for seasonally enhanced volatility. That week it was reaction to the China property developer Evergrande Group, and this past week...
Read MoreWhy You Should Set Up Your Online Social Security Account
For many of us, Social Security plays an important part in our financial plans for retirement or later stage of life. Even if you’re years away from applying for benefits, there are good reasons to set up your online Social...
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A 6.1% Bump in Social Security?
The news keeps getting better for Social Security recipients.It's now projected that benefits will increase 6.1% in 2022, up from the 4.7% forecast just two months ago. That would be the most significant increase since 1983.1...
Read MoreThe American Jobs Act – 3 Potential Changes We’re Watching
Recently, there’s been a lot of noise about the Biden Administration’s American Jobs Plan, commonly referred to as the ‘infrastructure bill.’ We’ve heard a lot about infrastructure over the past few years...
Read MoreAmerican Rescue Plan Act of 2021 – What’s Included?
One year into the global pandemic, President Biden has signed into action a new $1.9 trillion stimulus package known as the American Rescue Plan Act. It’s designed to help the American people continue to recover from the...
Read MoreWhere should you put your money? It depends.
Clients and friends ask all the time where they should put their money. That’s a great question, and it would be even better if there were a one-size-fits-all answer. Unfortunately, though, market performance is fickle. The same...
Read MoreTurning the Page on 2020... Finally!
As the noted philosopher, Bob Seger, sings…. “There [we] go, turn the page.” 2020 will go down as one of the most tumultuous years in U.S. history. From an economic standpoint the disruptive technologies that had...
Read MoreWhat is Driving the Markets
So much has changed in 2020 – a raging Covid19 pandemic, high unemployment, school and business closures, and decimated state and local government resources. And yet the U.S. stock markets have again reached new highs, reacted...
Read MoreWhat is Your Retirement Income Strategy?
Do you have a retirement nest egg and wondering how best to convert it into an income stream? There are several strategies for producing spendable income from your retirement savings, and each has its pros and cons. Certificates of...
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