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Wednesday, May 4, 2022

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...

Friday, February 25, 2022

Monday, November 22, 2021

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...

Saturday, October 2, 2021

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...

Thursday, September 2, 2021

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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Wednesday, August 25, 2021

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...

Wednesday, July 21, 2021

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...

Thursday, March 25, 2021

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...

Friday, March 5, 2021

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...

Thursday, December 31, 2020

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...

Wednesday, December 9, 2020

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...

Tuesday, September 22, 2020

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...