Financial Brief – October

If you want financial independence, you must establish a savings routine. Let us walk you through the stages of life and help establish guidelines towards a comfortable retirement. Saving money doesn’t always come easy, but it can be accomplished. Let us be your guide.

Financial Brief -September

This month, we discuss insurance and financial planning. Learn which 10 insurance mistakes to avoid. Discover how much life insurance you may need, and more about life insurance for the stay-at-home spouse. Don’s miss September’s advisor updates.

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Weekly Market Commentary 10/20/2020

It was a turbulent week for investors. Waves of positive and negative news buffeted financial markets last week: The financial

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Weekly Market Commentary 10/13/2020

Yes. No. Maybe? Markets were sharply focused on the status of stimulus last week. First, it was on. Then, it

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Weekly Market Commentary 10/6/2020

Last week, the third quarter of 2020 came to an end – and the fourth quarter delivered a doozy of

Weekly Market Commentary 9/29/2020

For four weeks, the U.S. stock market has sparked and sputtered like a campfire in light rain. Today, pandemic-driven demand

Weekly Market Commentary 9/22/2020

Investors weren’t happy with central banks last week. After the Federal Open Market Committee (FOMC) meeting, Federal Reserve Chair Jerome

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Weekly Market Commentary 9/15/2020

Last week, the Nasdaq Composite Index set another record. So far, 2020 has been memorable for many reasons, not the

Financial Brief – August

Learn how your objectives help focus investing, when to take time to reassess, watching your stocks, NASDAQ basics, and advisor updates.

Senior couple holding hands while walking through the woods.
Weekly Market Commentary – 8/18/2020

The Standard & Poor’s (S&P) 500 Index finished the week within a whisker of its February high, reported Randall Forsyth of Barron’s. It’s a remarkable feat. The stock market has recovered in just 175 days. Historically, comparable recoveries (those following market drops of 20 percent or more) have taken about four years, reported Vildana Hajric, Lu Wang, and Claire Ballentine of Bloomberg Quint.