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What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a famous cookie recipe, a movie review, especially Star Wars related, or some other surprise. So keep checking in. We’re glad to have you reading along.

Friday, March 5, 2021

What's your "go-to" source for financial information?"Family and friends" is the #1 answer given in the annual Retirement Confidence Survey. But a close second is search engines and other online tools, including online forums like the...

Monday, February 8, 2021

Every February, Americans celebrate Black History Month. This year, we invite you to join us in remembering the accomplishments of black citizens, past and present, which are an integral part of American history.Whether it’s the...

Tuesday, January 19, 2021

Your investment strategy is a lot like a marriage. One day you may feel like everything’s going swimmingly. The next day, there might be an argument over who forgot to load the dishwasher. And even the best marriages and...

Sunday, January 17, 2021

This Monday, America honors the legacy of Dr. Martin Luther King, Jr. As we look around today, we see manifestations of that legacy in the form of stronger, more diverse communities, in the continued fight for equality, and in the...

Thursday, January 14, 2021

On October 26, the Treasury Department released the 2021 adjusted figures for retirement account savings. Although these adjustments won’t bring any major changes, there are some minor elements to note.401(k)sThe salary deferral...

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Monday, January 11, 2021

The first week of 2021 has already had many ups and downs. Just because it’s a new year doesn’t mean that the 2020 issues go away, and so far, 2021 has been no exception to this rule.The markets opened on January 4 and...

Thursday, January 7, 2021

Hardly a day goes by that the topic of bitcoin or other cryptocurrency assets doesn’t come up in meetings with clients and prospects or from friends and relatives who want to know, “what all the buzz is about?” The...

Wednesday, December 23, 2020

As the United States sees a rise in cases of COVID-19 across the nation, news of two promising vaccines out of hundreds being tested has offered a ray of hope for a fatigued world.1A positive reaction to these vaccines affects every...

Monday, December 14, 2020

One of my good friends just had a baby recently. He’s considerably younger than me, so he gets to hear, solicited or not, all of the wisdom I have accumulated. We talk about parenting, current events, politics, etc. Basic stuff....

Friday, December 11, 2020

When people hear “Estate Planning”, they either fall asleep immediately or they say they don’t have an estate to plan. Basically speaking, estate planning is just a process to help you manage and preserve your assets...