Nov 5, 2020 | Economy & Markets, Financial Planning, Investing
As I write this, a winner in the 2020 U.S. Presidential election has not been declared and a bitterly contentious, hard-fought battle for the Oval Office ensues. But one thing we know for certain is that the U.S. stock market is bigger than any one person or one...
Oct 15, 2020 | Financial Planning, Questions & Answers
Football, pumpkins, crisp morning air and shorter days are all a sign of a new season. Fall is my favorite time of year and, although it may feel a bit different because of our current world health crisis, I’m going to do my best to enjoy as much of this season...
Oct 1, 2020 | Economy & Markets
What is driving the returns in the stock market this year? There seems to be a disconnect between the economy and the stock market. These are concerns I hear frequently. You may be wondering why the annual return of a globally diversified portfolio...
Oct 1, 2020 | Economy & Markets, Investing
Right now, the election is top of mind for everyone. The 2020 U.S. Presidential Election has the potential to affect different aspects of financial planning including Social Security, income tax policy and the financial markets. Since it is impossible to predict who...
Sep 17, 2020 | Financial Planning, Taxes
Congratulations! You made it to retirement, but saving money in different types of investment accounts is only half of the battle. The other half is how do you get your hard-earned assets back to you in a tax efficient manner? There are a number of retirement...
Nov 19, 2020 | Financial Planning
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...
Sep 10, 2020 | Financial Planning, Questions & Answers
The rules around Social Security are complex and continually changing. In Part III of our series on Social Security, we would like to address some of the questions that we are frequently asked that were not covered in Parts I and II. Are your Social Security...
Sep 3, 2020 | Economy & Markets, Investing
Gold has been the hot topic of conversation with volatility in the stock market at incredible levels this year and economic uncertainty running high. The price of gold has risen substantially over the last few months as investor search for a safe haven for...
Aug 20, 2020 | Economy & Markets
On July 16, mortgage giant Freddie Mac announced that the average interest rate for a 30-year home loan had fallen to 2.98% and the average interest rate for a 15-year home loan had declined to 2.48%. A 30-year mortgage at less than 3% interest? A 15-year mortgage at...
Aug 6, 2020 | Economy & Markets
It’s no secret that investing in anything that tracks the S&P 500 Index has been one of the hottest investments over the last 5 years. The performance of this index (made up of U.S. large company stock) is now in positive territory for the year after one of the...
