Portfolio Analytics Update

While it’s never fun to watch your investments go through declines, our recommendation is to follow the plan that we put in place for you and not let your emotions take over and derail your long term goals.  The reason for this advice is that, on average, 5 years...

Emergency Relief Options for COVID-19 Pandemic

The Coronavirus Aid, Relief and Economic Security (CARES) Act was signed into law recently.  Below you will find a list of the new emergency relief options for individuals to consider.  We are developing strategies around items in the relief act to save you money....

Controlling What We Can in Unusual Times

This is an unusual time and our thoughts and prayers go out to those of you most impacted by the COVID-19 pandemic. We are monitoring your investments and we continue to keep our eye on the ball when it comes to your financial plan. Tax planning is an area that we...

A Transformed Investor’s Reaction to Coronavirus

By Dave Goetsch Executive Producer, The Big Bang Theory The news is full of stories about the coronavirus. It’s scary. My 10-year-old son came home from school today worried about it. We don’t know how many people this will infect, nor how it will impact the world...

Market Volatility

In recent days, the increase in volatility in the stock market has resulted in renewed anxiety for many investors. While it may be difficult to remain calm during a substantial market decline, it is important to remember that volatility is a normal part of investing....

2020: What Documents Do I Need To Keep?

As we enter the season of document gathering for tax preparation followed by spring cleaning, its hard to know what to keep and what to let go of. Below is a list to help you with these...

Election Years, Politics and Market Returns

2020 is a Presidential election year and things are heating up already. Often times, people ask if there are any changes that need to be made because of the election year. Please find some great data around market returns and election years. As you can see, our market...

2020 Annual Financial To-Do List

  Things you can do for your future as the year unfolds. What financial, business, or life priorities do you need to address for the coming year? Now is a good time to think about your goals!  Here are a few ideas to consider as you plan the year ahead: Can you...

The SECURE Act

Long-established retirement account rules change. The Setting Every Community Up for Retirement Enhancement (SECURE) Act is now law. With it, comes some of the biggest changes to retirement savings law in recent years. While the new rules don’t appear to amount to a...

Looking Back on 2019

It was a little more than one year ago that stocks were in the midst of a steep sell-off, which shaved nearly 20% off the S&P 500 index over a three-month period. In fact, we experienced the worst Christmas Eve trading day in the history of our market. At the same...