Market Updates – February 28, 2021
Markets Rebound in February After a weak January, equity markets rebounded in February, despite some late-month volatility driven by a spike in U.S. interest [...]
How We Protect Your Personal & Financial Information
As your financial advisors, safeguarding the personal and financial information you have entrusted to us and our team is of paramount importance. Of the [...]
Tax Season Scam Alert
With tax season upon us, many of us are busy gathering the appropriate documents, meeting with CPAs, and ensuring that relevant tax deadlines are [...]
Market Update – January 31, 2021
Mixed start to year for markets Markets took a bit of a break to start the year, as volatility pulled back earlier gains. The [...]
10 Common Retirement Mistakes
In a sense, you have been planning for your retirement ever since you started working. Maybe you’ve been contributing to a 401(k) plan, or [...]
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 [...]
