Blog
Election 2020: A Dose of Patience
The upcoming election is prompting some people to reconsider their investment strategy.
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October Is Financial Planning Month
When training to become a financial professional, much of our course work centers on the six critical areas of creating a financial strategy. Some recognize October as Financial Planning Month, so it's an excellent opportunity to...
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Election 2020: Economic Issues in the Crosshairs
It should come as no surprise to hear the economy is the top issue for voters in the 2020 election. Nearly 8 in ten voters say that the economy will be very important to them when they cast their votes...
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Election 2020: Preparing for Any Outcome
As the U.S. presidential election draws near, expect to see more and more headlines that propose, "What will happen next if this person is elected?" or, "What policy changes to prepare for in the next four years?" In reality, however,...
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Home Improvements Trending Higher
Due to COVID-19, Americans are spending more time at home than ever before, leading to a record amount of spending on home improvement.
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Home Builders Confident In Economic Rebound
To some, this may hardly feel like an economy headed for a bright future. But don’t tell that to home builders.Builder confidence in August jumped to an eye-popping 78 in August, according to the Housing Market Index courtesy of...
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The Cost of School
School is in full swing and it looks very different this year.
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Race for a Vaccine
A U.S. drug company recently said that it’s in late-stage trials for its coronavirus vaccine and reported that it could be given to Americans as early as the end of the year.1Great news. But it seems like every few days...
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Football Is Back
Football is back, which means Summer is coming to a close, days will get shorter, and sweaters will soon be in play.
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Has the Stock Market Rally Left You Behind?
Some people in recent weeks may have been feeling that “the stock market seems to be doing so well but I’m not participating.”A look behind the headlines helps tell the story.A CNBC study found that between the stock...
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Will Political Changes Affect the Economy?
With all of the storm and stress of the year 2020, you’d be forgiven if you momentarily forgot that we’re due for another national election in November. Many states will be selecting governors, representatives, and...
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Federal Student Loan payments paused due to COVID-19
This month, many universities and colleges are welcoming students back to campus, even if most campuses are largely online this year.But that's not all that's different. The current administration has issued an executive memorandum...
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CFP vs. CFA key differences.
If you know someone just starting to look for a financial advisor they are going to be hit with a lot of information all at once when they open google. Here’s one example “what’s the difference between a CFP and CFA designation?”
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U.S. Banks Flush with 2 Trillion Dollars in Cash
An “eye-popping” $2 trillion in cash has been stashed in deposit accounts at U.S. banks since the COVID-19 pandemic first hit the country in January.
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Celebrating a Success Story
In times like this it is a breath of fresh air to get good news, and with that being said, I’d like to express our gratitude to the (VA) Veterans Administration.
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Market Behavior and the Economy
As states cautiously begin the process of relaxing their COVID-19 restrictions, some are wondering, “Why is the stock market doing so well when the economy is doing so poorly?”It’s a great question, and fortunately,...
Read MoreWe Stand With You
Our firm is committed to empowering people to change their financial lives for the better. At times like this, we are reminded that part of that work is nurturing a stronger connection to our entire community, in whatever ways we can.
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What's next for the Economy
In a Q&A, the Nobel-winning economist says the pandemic recovery probably won’t be like the one from the last recession.
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Working Remote After the Crisis
The corona crisis has led to many employers offering remote work indefinitely.
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Don’t Let Headlines Get You Down
Even in “normal” times, the news can be depressing. But these days, it can seem like there’s an awful lot to worry about. Here’s a sampling of the types of headlines I’ve seen recently:Why US hospitals...
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Medicare: When to Apply
If you’re like most of us, you’ve probably been thinking about your health quite a bit lately — especially if you’re approaching retirement. Trust me, I understand. Anticipating your future medical costs can...
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States begin to remove stay-at-home orders
States across the country are beginning to remove-stay-at home orders.
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What you need to know about Remdesivir
The FDA has approved Remdesivir for use with chronic Covid-19 patients.
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The CDC Releases New Symptoms
As the conversation begins to shift to reopening the economy it is imperative that we stay up to date with the latest on the virus itself. The CDC has added 6 new symptoms to the list of known symptoms caused by coronavirus.
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Unpacking the Paycheck Protection Program
American lawmakers have passed the Paycheck Protection Program and Health Care Enhancement Act, a program that will offer small business loans to employers in need of aid as a result of the COVID-19 pandemic.
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Coronavirus Concerns? Consider Past Health Crises
During the last week of February 2020, the S&P 500 lost 11.49% — the worst week for stocks since the 2008 financial crisis — only to jump by 4.6% on the first Monday in March.1 By all accounts, the drop was largely driven...
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The Corona Virus and the Global Economy
As of February 26, 2020, the death toll from COVID-19 — the official name of the coronavirus first reported in Wuhan, China — passed 2,700, while the number of confirmed cases exceeded 80,000. Almost all were in China,...
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Tips for Handling Market Volatility
The stock market was a solid one for investors in 2019, with several major indexes reaching record highs. But fear of an economic decline topped the list of CEO concerns heading into 2020, and an economic slowdown could mean increased...
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4 changes that could affect Social Security in 2020
If you’re one of almost 69 million Americans who receive Social Security or Supplemental Security Income benefits, you’ll notice a small change in your monthly check this year. More than 63 million beneficiaries will...
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Two Trade Agreements Offer Optimism, But Uncertainty Remains
On December 13, 2019, the United States and China announced a "phase one" trade agreement just before new tariffs were scheduled to go into effect.1 Six days later, the House of Representatives passed the United States-Mexico-Canada...
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Average Start for 529 College Savings (Age 7) Is Costly, Study Finds
Many families wait too long to open 529 college savings accounts, which means they miss out on the maximum benefits from the accounts, a new analysis finds. On average, 529 accounts are opened for children who are just over 7 years old...
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IRS Issues Annual List of Tax Scams
The IRS recently issued its annual list of tax scams. The list highlights various scams that taxpayers may encounter, many of which occur during tax filing season. Here are some of the scams that are highlighted on the list. Phishing...
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New Client Alert Profiles SECURE Act Provisions
The $1.4 trillion spending package enacted on December 20, 2019, included the Setting Every Community Up for Retirement Enhancement (SECURE) Act, which had overwhelmingly passed the House of Representatives in the spring of 2019, but...
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What Will You Pay for Medicare in 2020?
Medicare premiums, deductibles, and coinsurance amounts change annually. Here's a look at some of the costs that will apply in 2020 if you're enrolled in Original Medicare Part A and Part B. Medicare Part B premiums According to the...
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Manufacturing Slowdown: What Does It Mean for the Economy?
In September 2019, the Institute for Supply Management (ISM) Purchasing Managers Index (PMI), which measures a wide variety of manufacturing data, fell to 47.8%, the lowest level since June 2009.1 A reading below 50% generally means...
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The premium differential between Smoker vs. non-smoker rates are tremendous
The premium differential between Smoker vs. non-smoker rates are tremendous making this opportunity huge to those who use E-cigs. Take advantage of this while it lasts, because on October 21st the last company to have liberal...
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How Will The Medicare Part D Benefit Change Under Current Law and Leading Propos
Since 2006, Medicare beneficiaries have had access to prescription drug coverage through Part D, where private plan sponsors contract with Medicare to provide the drug benefit. In recent years, policymakers have expressed concerns...
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Many Americans Will Need Long-Term Care. Most Won't Be Able to Afford It
Gretchen Harris likes the small brick house she bought in Norman, Okla., 36 years ago. She’s fond of her neighbors and the magnolia tree she planted in the front yard. And having a single-story residence proved helpful after knee...
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