Your Financial Plan and Lessons From a Historic First Six Months of 2020
July 1, 2020
Despite market volatility, staying disciplined kept your plan on track in 2020.
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November 12, 2020
Are we in a tech bubble? It’s hard to ignore that question when the tech-heavy NASDAQ Composite is up 33% through November 9, besting the runner-up S&P 500 Index by over 20%. Tech companies are the perceived winners in a post-Covid world, resulting in soaring stock prices with no end in sight. It begs the […]
June 4, 2019
Long Term Care Environment Shifting Towards Hybrid Plans When reviewing our client’s insurance coverages, a question we’re often asked is whether to purchase long-term care coverage. To answer that question there are a lot of factors to consider from your family health history to your experience dealing with a loved one going through that difficult […]
January 10, 2019
The markets had a tough year in 2018 and closed the year out with a thud. The year ended with stocks slipping in the face of fears regarding trade rhetoric and global growth concerns. Equities closed the year down anywhere from 4.4% (US large stocks – S&P 500) to down 14.6% (Emerging market stocks – […]