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Friday, March 2, 2018

Everyone loves planning for a vacation. You find a picturesque location, determine the perfect accommodations, and get ideas for what you’ll do when you get there. Many people spend weeks or months getting all their ducks in a...

 

Wednesday, January 17, 2018

When you finally start nearing retirement after working so many years to get there, you’ll have many questions that you need to answer. Have you saved enough? Will your money last as long as you live? How will you replace your...

 

Tuesday, October 17, 2017

If you receive a $5,000 bonus from your employer, what would you do with it? Maybe you'll think taking a vacation to Fiji or buying something new or experiencing an event is the best thing to do with that money. All of those things...

 

Tuesday, September 5, 2017

Knowing which financial and personal paperwork to keep or toss is very important. Here’s a suggested timeline for keeping/shredding documents. Documents which should be kept indefinitely—in a secure location: Birth/death...

 

Tuesday, July 11, 2017

If you’re in your 50s or older, retirement is probably on your mind everyday. Will you be able to retire when you wish? Will you have enough to last you through your golden years? These questions are not uncommon, but,...

 

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Thursday, April 20, 2017

Sir Isaac Newton didn’t have the stock market in mind when formulating the laws of motion, which essentially state: what goes up, must come down. However, time and again over the course of history this theory has proven true for...

 

Monday, April 17, 2017

The bull market celebrated its eight-year anniversary in March, but stock prices were mixed as investors' attention moved from one event to the next. Learn more by watching our latest Monthly Market Insights video!

 

Monday, April 10, 2017

Tax reform looms high on the nation’s political agenda, but waiting to implement important estate planning strategies until changes are announced may not be in your best interest. That’s because estate planning is a vital...

 

Thursday, March 30, 2017

Some investors select mutual funds based on past returns. However, funds that have outperformed in the past do not always persist as winners. Past performance alone provides little insight into a fund’s ability to outperform in...

 

Thursday, March 16, 2017

Don’t Try to Outsmart the MarketThe market's pricing power makes it difficult for investors who try to outsmart other participants through stock picking or market timing. As referenced in the chart below, only 17% of US equity...

 

Tuesday, March 14, 2017

If you were to compare Millennials to Baby Boomers today, the one thing they have in common is an appreciation for technology. In fact, Baby Boomers are using the help of apps to save for retirement. Whether you are in retirement or...

 

Wednesday, March 8, 2017

Our Monthly Market Insights video for March 2017 has arrived! Stock prices made solid gains in February, supported by a string of positive economic reports and strong company earnings. Click here to watch the video and learn more....

 

Thursday, March 2, 2017

The market is an effective, information-processing machine. Millions of participants buy and sell securities in the world markets every day, and the real-time information they bring helps set prices. Below is a chart sharing some...

 

Wednesday, February 8, 2017

We are pleased to provide you with this quarter’s newsletter for Portfolio Advisory Services. This report provides you with insights on last quarter’s performance, as well as information on the Portfolio Advisory Services...