March ’24 Market Recap: The S&P 500 returned 10.6% in Q1, on a combination of two very powerful forces; dovish central banks and a continued broadening of the AI narrative. The S&P 500 rallied for
Dust off your old estate plan….if you have one! If you don’t, then you’ve already fallen victim to one of the PITFALLS! Check out this very important reminder from Fidelity on common pitfalls individuals fall
Risk ON or risk OFF? So far this year (as of 8/22) the market is positive, up around 5-7% depending on which index you look at. It has been a good time to be invested….if
As financial planners, we spend an enormous amount of time helping our clients have realistic expectations. Our job is to help you get to your destination. Each person’s journey to get there will most certainly
The Capital Group manages over $1 trillion. They have been in business for over 80 years, so they have seen the good, bad, and ugly. Below is their take on the recent rate hike and
So when should you claim Social Security? That’s a question that many of you have already faced and answered while many others will face that dilemma in the next 5 years. There is no shortage
Although there are many factors to consider when deciding when to file for Social Security, this tool from fidelity is a quick and easy way to get started. Check it out and let us know
Identity theft is a serious crime and causes many sleepless nights in addition to the money it costs to fix any damage that was done. Its a good idea to do take the right preventative
Bitcoin, litecoin, blockchain…. what are they? and should I be investing in them? Below is some commentary from one of our portfolio management partners, take a look! Bitcoin has been in the news again, with
In the past experts have used an illustration of a stool to describe income in retirement. It was called the 3-legged retirement stool. The legs were: Pension, Social Security, and personal savings. Most people don’t
Have you ever thought about the best way to give money? Did you know that there are more ways to give other than just writing a check? What is the single biggest mistake that generous
Correlation. What is it? and why does it matter? Correlation is the relationship between two things. In the investment world it the relationship between 2 different investments. If one goes up 8% and the other goes
Load More