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Monday, September 28, 2020

Now that November is upon us, we are officially in the “holiday season” and most people are starting to think about Thanksgiving as it approaches. It is the time of year to reflect on what we are thankful for. This year I...

Monday, June 15, 2020

It is common for many people to think about the future of the inheritance they may leave behind for their children and even grandchildren. But everyone has a different perspective on this idea. You’ve probably seen the bumper...

Wednesday, May 20, 2020

Everything that has occurred since this COVID thing started has a lot of people scratching their heads and asking a lot of questions. I don’t want to speculate or add any fuel to the fire. It is what it is, and we need to move on...

Friday, October 25, 2019

Our country as we know it is really young, when you put it into a historical perspective. I have traveled all over the world, continue to do so, and am awestruck by cultures in other countries. I take these trips for a variety of...

Monday, July 22, 2019

Everyone’s financial circumstances are unique and affected by many different factors. And at times they can be complex. We have put together an abbreviated version of the many items we discuss with our clients. Let’s face...

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Wednesday, January 23, 2019

It’s no secret that the markets were volatile last year, especially in the fourth quarter. This occurred for a variety of reasons but probably two that garnered the most attention involved whether the Fed was going to keep...

Wednesday, October 24, 2018

We live in an amazing and great nation but we also live in an incredibly interesting and wonderful world. I started traveling globally as a young man to many countries, often backpacking and often staying in youth hostels throughout...

Tuesday, August 28, 2018

If you have ever met with a financial advisor, more than likely you’ve heard the term “risk tolerance”. This is not some trendy catchphrase. But many people have heard it so many times the importance of its meaning...

Monday, April 23, 2018

Many people make plans to save but never make plans to spend. Over the years, experience has taught us that individuals fall into different groups when it comes to planning for retirement; saving and spending. There are those with...

Thursday, February 1, 2018

Sometimes people consider retiring before turning 60. If this may apply to you, there are some things to think about that could potentially make your transition easier. For example, retirement funds may need to be withdrawn...

Wednesday, July 26, 2017

When the content of the article was beginning to take shape, heavy rain poured outside, thunder rumbled in the distance, and flash flood warnings were on the news. Consequently, the irony provided inspiration for the title "Do You Have...

Friday, August 26, 2016

For a variety of reasons, it is very common for people to move money from one IRA to another. There are two different ways this can happen…either directly or indirectly. One way is for the company holding the existing IRA to...

Friday, July 1, 2016

In today’s information age, the advances in technology provides criminals with multiple tools to become very creative when attempting to steal money from innocent victims. A new scam has become prolific enough that we have been...