Stay the Course
Dear Clients and Friends: “In the short-term, the market is a popularity contest. In the long-term, the market is a weighing machine.” -Warren Buffett 2021 is under way, as Continue Reading →
New Year, New Outlook
Dear Clients and Friends: As 2020 comes to a close, we are already looking forward to a new year—and to a world very different from the one we’re leaving behind. Continue Reading →
Looking Forward After the Election
Dear Clients and Friends: As you know, former Vice President Joe Biden has been elected the 46th President of the United States, defeating President Donald Trump in a tight race Continue Reading →
What to Know About Medicare Before You Retire
Take time to learn about this important program for covering your future health care costs. Medicare is essential for many older Americans, helping them cover the costs of many necessary Continue Reading →
Autumn Market Update
Dear Clients and Friends: Autumn has arrived, with students back in school, baseball playoffs beginning, and football in full swing. Life is trying to get back to as normal as Continue Reading →
Working From Home Can Save You Money. What Should You Do With It?
There are challenges to remote work, but the ability to spend less on work-related expenses is one of the rewards. As the coronavirus pandemic disrupted office life, many workers found Continue Reading →
Tips for Managing Your Small Business Through Trying Times
An economic downturn can make the challenge of running a small business even harder. Here are some ideas to help you keep your doors open and your dream of small Continue Reading →
Market Update: Back to School 2020
Back to school this year is definitely different. On the one hand, like other years, it marks the end of summer, the arrival of cooler weather, and kids hitting the Continue Reading →
Protecting Your Nest Egg When You’re Unemployed
Don’t let a job loss derail your financial future. Consider these steps to help you stay on track to your long-term goals, even when short-term unemployment happens. Unemployment is often Continue Reading →
Your Emergency Fund: How Big Should It Be? When Should You Use It?
If you think of your finances as a house, your emergency fund would be the foundation. It’s the first step you take in building a strong financial life. Life can Continue Reading →