Volatility Is Your Friend

For most investors, volatility in the stock market creates more fear than almost anything else. Bear markets (measured by the S&P 500 being down 20% or more) and smaller corrections (measured by the S&P 500 being down 10%) are enough to cause the common...

2020 Year End Checklist

It’s hard to believe that 2020 is almost over. Normally we get a little nostalgic this time of year as we reflect on what has transpired so far. Not this year! We couldn’t be more excited to close the books on 2020 and get a fresh start in 2021. Hopefully, there is a...

Life Insurance…Do I Need It? Do I Have Enough?

A comprehensive financial plan often includes an insurance and risk management analysis.  This analysis will help define your cashflow needs and lifestyle expectations, and it will help you to determine how much (if any) life insurance you will need to meet your...