The Value of Automatic Savings

Nick Murray, one of the most prolific scholars in our industry, states in his book Behavioral Investment Counseling that “your family’s financial well-being in later life, and its ability to leave significant legacies to its children, will depend largely on what percentage of its income it manages to save – perhaps the ultimate behavioral variable.” Read More

Medicare Open Enrollment 2020

Open Enrollment for Medicare recently kicked off on October 15th and remains ongoing until December 7th. It is an important time to review your current Part D prescription drug coverage. Read More

3rd Quarter 2019 Newsletter

Below please find our 3rd Quarter 2019 Newsletter. Enclosed you’ll find articles on the state of the markets, financial planning, and investing. Read More

The Power of Compound Interest

Albert Einstein called compound interest “the eighth wonder of the world.” He went on to say, “He who understands it, earns it; he who doesn’t, pays it.” Read More

4 Avoidable Financial Errors for Millennials & Gen X

4 Avoidable Financial Errors for Millennials & Gen X

First off, lets clarify any confusion between the terms Gen X and Millennials. Generation X is currently age 40 to 54 (born between 1965 and 1979). Millennials (also known as Generation Y) are currently age 24 to 39 (born between 1980 and 1995). Read More

What To Make Of Last Week’s Jobs Report

With the markets fluctuating on a day-to-day basis from headlines such as U.S.-China trade and Federal Reserve monetary policy, it’s important to maintain perspective on the overall health of the U.S. economy. Read More

The Yield Curve and Other Economic Indicators

Of the market and economic indicators that usually precede recessions, none receives quite the attention as the steepness of the yield curve. It’s for this reason that markets reacted with uncertainty to last week’s intra-day yield curve inversion – the first since 2007. What does this mean for long-term investors and what’s different this time? Read More

When a Corporate Trustee Makes Sense

In 2014, Wells Fargo published the findings of a study that focused on how American families communicate about personal finance. They discovered that money is harder for families to talk about than death! Read More

So The Fed Cuts Rates, Then What?

This week, the Fed is widely expected to lower interest rates for the first time since 2008. Given a decelerating global economy and mixed economic data in the U.S., along with macroeconomic risks such as U.S. – China trade talks, there are many factors affecting the Fed’s rate decision. Read More

New Tax Law Impacting Charitable Giving?

Recently, the Wall Street Journal reported that charitable giving by individuals saw the biggest drop in nearly ten years. According to the article, donations dropped by over 3% after four straight years of increased giving. Read More

Page 1 of 10
1 2 3 10