Your Guide to Medicare Planning
Did you know that the total projected lifetime health care costs (excluding long-term care) for the average 65-year-old couple retiring this year are expected [...]
2020 Q4 Newsletter
Moving Forward At last we bid farewell to 2020; a tumultuous year of unbelievable events and unprecedented circumstances. Despite abundant challenges, global financial [...]
Market Update – Dec 31, 2020
Strong December caps off solid year for markets Markets continued to rally in December. The Nasdaq Composite led the way with a 5.71 percent [...]
A Financial Checklist You Can Handle
Starting fresh is always a great feeling, but the scale of what we set out to accomplish at the beginning of the year sometimes [...]
Are You an Intelligent Investor?
Considered “the father of value investing,” Benjamin Graham wrote The Intelligent Investor more than 70 years ago, and the principles in his book are [...]
Market Update – November 30, 2020
Vaccine news boosts markets in November November was a strong month for markets, as news about developmental vaccines for the coronavirus caused markets to [...]
Solutions for Managing Student Loan Debt
Managing student loan debt has become one of the biggest financial planning challenges for many. In the U.S., student loan debt rose to $1.51 [...]
Despite Election Uncertainty, Markets Rally
As the election continues to play out—with Biden being declared the winner of the presidential race and the Republicans taking back some seats in the [...]
Market Update – October 31, 2020
More tricks than treats for markets in October October was a challenging month for markets. The strong start to the month was offset by [...]
Year-End Financial Planning Checklist
10 Suggestions to Help You Stay on Track Although 2020 has been a year of unexpected changes, one routine has remained consistent: [...]
