Blog & Articles

How the Markets Performed in 2019 and Tips to Prepare for 2020

December 4, 2019

Another year is in the books. It’s almost time to turn the calendar to 2020. For many investors, this is the time to look back on the past year and make adjustments for the upcoming year. The performance of your portfolio in 2019 depends on…

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You’ll Be Thankful You Made These Retirement Decisions

November 20, 2019

What are you thankful for this holiday season? Family and friends? A few days off work? Perhaps your health? Good fortune in your career? You may have many blessings for which you’re thankful. Many of our blessings and fortunate circumstances are determined by choices we…

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Volatility vs. Risk

November 6, 2019

What's the Difference and How Do They Impact Your Portfolio? Volatility and risk. When it comes to investing, those two terms mean the same thing, right? Not exactly. While volatility and risk can both refer to market downturns, they don’t have the exact same meaning.…

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Three Investing Mistakes that Can Haunt Your Retirement

October 30, 2019

It’s that time of year again … Halloween is here. It’s time to stock up on candy, carve your pumpkin, and find the perfect costume.…

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Estate Planning After a Second Marriage

October 23, 2019

Marrying again makes estate planning more involved. How do you provide for everyone you love? Should you provide for everyone you love? How do you…

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Fourth Quarter Planning Checklist:

October 15, 2019

Four Financial Steps to Take before the End of the Year It’s hard to believe the year is almost over, but October is already upon us. Soon the holidays will be here and then we will flip the calendar to 2020. These last few months…

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Will Your Savings Last If You Have a 40-Year Retirement?

October 9, 2019

Thanks to advances in medicine and health care technology, people are living longer than ever. According to the Centers for Disease Control and Prevention, the number of people in the United States who are age 100 or older is at a record high.1 Additionally, Pew…

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Keep Your Retirement Plan on Track During A Job Change

October 1, 2019

Is a job change in your future? Are you about to start a new job? Or are you starting the job search process? If so, this is probably a hectic time for you. Amid the chaos it’s easy to overlook the impact a job switch…

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