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Monday, May 11, 2026

Stocks rose last week as peace talks picked up while investors cheered better-than-expected economic news and Q1 corporate results. The Standard & Poor’s 500 Index advanced 2.33 percent, while the Nasdaq Composite Index rose 4.51...

Monday, May 4, 2026

Stocks advanced last week as investors moved past stalled progress in Middle East peace talks and refocused on corporate earnings. The Standard & Poor’s 500 Index rose 0.91 percent, while the Nasdaq Composite Index climbed 1.12...

Monday, April 27, 2026

Stocks were mixed last week as investors gauged potential outcomes of the Middle East conflict amid an ongoing ceasefire.The Standard & Poor’s 500 Index rose 0.55 percent, while the Nasdaq Composite Index advanced 1.50 percent. By...

Thursday, April 23, 2026

If you had told me years ago that the hardest part of parenting teens would be teaching them to handle money thoughtfully in a world of instant access, I might not have believed you. But here we are. As a mom of three teens, I’m...

Wednesday, April 22, 2026

Financial planning has always been described as a science; numbers, charts, Monte Carlo simulations, and enough spreadsheets to give your laptop anxiety. But anyone who’s lived through a career change, market swing, or unexpected “We...

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Monday, April 20, 2026

Stocks rallied last week as investor enthusiasm built for an end to the war in the Middle East and hopes of a resumption of normal global trade. The Standard & Poor’s 500 Index rose 4.54 percent, while the Nasdaq Composite Index picked...

Sunday, April 12, 2026

Hope won out over fear last week as investors set their sights on a Middle East ceasefire holding and optimistic prospects for the Strait of Hormuz reopening.The Standard & Poor’s 500 Index rose 3.56 percent, while the Nasdaq Composite...

Thursday, April 9, 2026

Once you complete this year’s taxes, you may wonder what to do with that pile of records, 1099s, receipts, and bank statements. The IRS recommends holding on to any documents related to the income you’re reporting or any deduction or...

Monday, April 6, 2026

Stocks rose over the short trading week on fresh hopes for a quick end to the Middle East conflict, while March job growth was unexpectedly strong.The Standard & Poor’s 500 Index picked up 3.36 percent, while the Nasdaq Composite Index...

Monday, March 30, 2026

Stocks ended a challenging week lower as investors' attention shifted from updates on ceasefire talks to concerns about the economic impact of a protracted conflict.The Standard & Poor’s 500 Index lost 2.12 percent, while the Nasdaq...

Friday, March 27, 2026

Thinking about divorce can feel overwhelming, but avoiding the financial side can cost you more than you realize. For many, this may be the first time handling finances alone, which can feel intimidating. But understanding your own...

Wednesday, March 25, 2026

As the days get longer and everything around us begins to feel lighter, spring offers the perfect opportunity for a reset. While many people focus on decluttering their homes this time of year, your finances deserve the same attention....

Tuesday, March 24, 2026

Another volatile week unfolded as rapid developments in the Middle East and public comments from leaders on the conflict see-sawed markets, leaving investors struggling to keep up with updates.The Standard & Poor’s 500 Index lost 1.89...

Monday, March 16, 2026

Stocks logged a third-straight down week as investors digested the latest news out of the Middle East, navigated more volatility, and mulled the latest economic data. The Standard & Poor’s 500 Index declined 1.60 percent, while the...

Saturday, March 14, 2026

Women are taking a stronger role in shaping their financial futures. Learn practical investing insights and planning strategies from a Delaware wealth management perspective, serving individuals and families throughout Delaware.

Tuesday, March 10, 2026

Luck Fades. Planning Compounds.When people look at successful investors, they often assume luck played a role. Maybe they invested at the right time.Maybe they picked the right stock.Maybe they simply benefited from favorable markets....

Monday, March 9, 2026

Stocks fell last week as investors assessed the implications of a fresh Middle East conflict while digesting mixed reports on the jobs market.The Standard & Poor’s 500 Index fell 2.02 percent, while the Nasdaq Composite Index slid 1.24...

Sunday, March 1, 2026

Despite progress toward financial planning and saving, women often face challenges regarding their financial security. These challenges can include more time away from the workforce (often caring for children or for parents), the...

Monday, February 23, 2026

Stocks ended a choppy four-session run in the green, with tech-led momentum earlier in the week prevailing over news of a slowing economy, sticky inflation, and geopolitical tensions.The Standard & Poor’s 500 Index advanced 1.07...

Friday, February 20, 2026

When people think about the cost of financial stress, they usually think in numbers. Lost investment opportunities. Missed savings goals. Delayed retirement. But the real cost isn’t always financial. It’s mental. Emotional. And often...

Thursday, February 19, 2026

Fewer things are more reliable than Tax Day, even if the deadline has shifted around a bit in recent years. This year, it’s April 15th for most taxpayers, and recent legislation changes include substantial increases to standard...

Tuesday, February 17, 2026

After my recent blog, the one where my wife unofficially renamed our team YOLO Financial, I promised not to throw her under the bus again. Luckily, it’s tax season, which means we can safely blame the tax gurus instead. After all, at...

Tuesday, February 10, 2026

As we move beyond the holidays, tax planning and preparation return to the spotlight. If you are a parent who owns or operates a business, it’s time to plant a seed with your tax professional about planning for 2026. What can we do for...

Monday, February 9, 2026

Stocks were mixed last week, with broad gains on Monday and Friday bookending midweek selling pressure as investors digested earnings results from more than 100 S&P 500 companies.The Standard & Poor’s 500 Index ended the week roughly...

Wednesday, February 4, 2026

When people think about financial planning, they often picture spreadsheets, statements, and long-term projections. Important? Yes. But that’s not the heart of it.At its core, financial planning isn’t about money.It’s about your life...

Monday, February 2, 2026

Stocks were mixed last week as investors navigated Q4 corporate results, a widely expected Fed decision, and a handful of economic reports.The Standard & Poor’s 500 Index rose 0.34 percent, while the Nasdaq Composite Index edged down 0...

Monday, January 26, 2026

Markets ended a short but eventful week slightly lower amid geopolitical tensions and fresh tariff threats. However, constructive economic news appeared to buoy spirits as the week progressed.The Standard & Poor’s 500 Index fell 0.35...

Thursday, January 22, 2026

The secret to financial independence starts and ends with a good budget. You may or may not be aware of how much your budget will change from your earning years to your active retirement ones. Will yours go up, or will it go down? Many...

Monday, January 19, 2026

Stocks ended last week with modest losses after a volatile five days of market-moving economic data, geopolitics, and Fed drama.The Standard & Poor’s 500 Index slid 0.38 percent, while the Nasdaq Composite Index skidded 0.66 percent....

Thursday, January 15, 2026

YOLO Financial: Why “You Only Live Once” Isn’t an Excuse… It’s a Strategy By Chris vonLindenberg, CFP® If my spouse were in charge of branding the firm, she’d have called it YOLO Financial—because, as she reminds me often, “You only...

Monday, January 12, 2026

As we move into the 2025 tax season, our team wanted to share a few time-sensitive reminders:Brokerage accounts (Fidelity, Pershing, Schwab, TD Ameritrade, etc.) differ from direct custodial accounts because they aggregate information...

Monday, January 12, 2026

Stocks posted solid gains in an action-packed week of market-moving economic data, geopolitical news, and bullish new year sentiment.The Standard & Poor’s 500 Index gained 1.57 percent, while the Nasdaq Composite Index added 1.88...

Wednesday, January 7, 2026

The New Year means taking a new look at your finances. The most important thing is to make sure you feel like you have the cashflow you need to do the things you want to do. So, let’s set some goals this year to build on last year’s...

Tuesday, January 6, 2026

Stocks trended lower last week amid signs of year-end profit-taking and some sour investor sentiment over the Fed meeting minutes.The Standard & Poor’s 500 Index fell 1.03 percent, while the Nasdaq Composite Index lost 1.52 percent....

Monday, December 29, 2025

Stocks delivered for investors last week as positive economic data and bullish holiday cheer powered the start of a “Santa Claus rally” past consumer bah humbug sentiment.The Standard & Poor’s 500 Index rose 1.40 percent, while the...

Monday, December 22, 2025

Stocks posted a slight gain last week as mixed jobs data triggered some selling pressure before a cooling inflation report helped stocks recover.The Standard & Poor’s 500 Index inched ahead 0.10 percent, while the Nasdaq Composite...

Sunday, December 21, 2025

The holiday season is officially upon us. You can tell because your calendar has suddenly turned into a chaotic collage of school concerts, office parties, cookie swaps, and at least one event that involves wearing matching pajamas....

Wednesday, December 17, 2025

This month’s Your Money Matters newsletter contains helpful information on risk perspective, the average American budget, and tips for navigating personal finance apps. As we enter December, we also included information on year-end...

Tuesday, December 16, 2025

The holiday season is officially upon us. You can tell because your calendar has suddenly turned into a chaotic collage of school concerts, office parties, cookie swaps, and at least one event that involves wearing matching pajamas....

Monday, December 15, 2025

Stocks ended last week mixed. A widely anticipated Federal Reserve decision on interest rates and a rotation into non-tech areas helped push the Dow Industrials higher, while the broader market and technology stocks lagged behind. The...

Thursday, December 11, 2025

As we approach the end of the year, it’s an opportune time to review and optimize your financial and tax strategies. Here are some key considerations: 1. Tax-Advantaged Accounts: Contribute fully to retirement accounts, including any...

Wednesday, December 10, 2025

This month’s Retirement Readiness newsletter features information on choosing your own retirement adventure, saving early, and leaving a lasting legacy. It also includes advice on the importance of guidance from a financial...

Tuesday, December 9, 2025

Stock prices pushed higher last week, notching multiple records along the way as employment and inflation data took center stage in anticipation of the Fed’s upcoming meeting. The Standard & Poor’s 500 Index rose 0.31 percent, while...

Tuesday, December 9, 2025

As the year wraps up, there’s no better time to pause, reflect, and build a plan for the year ahead. A thoughtful 12-month wealth plan doesn’t have to be complicated; it simply gives your money direction, clarity, and purpose. And when...

Wednesday, December 3, 2025

The IRS has announced updated retirement contribution limits for 2026. Here is a quick overview to help with your planning. Click here for the full report. 401(k), 403(b), 457, and TSP contributions will increase to $24,500. For those...

Tuesday, December 2, 2025

As we approach the end of the year, it’s the perfect time to reflect on the accomplishments of the past year and focus on the opportunities that lie ahead. It’s also a great time to review your financial plan to ensure it aligns with...

Monday, December 1, 2025

Stocks pushed higher over the holiday week as investors' hopes for a Fed rate adjustment drove bullish sentiment. The Standard & Poor’s 500 Index rose 3.73 percent, while the Nasdaq Composite Index rallied 4.91 percent. The Dow Jones...

Tuesday, November 25, 2025

Heightened volatility was on Wall Street’s mind last week, as investors continued to focus on valuations of artificial intelligence (AI) stocks. The Standard & Poor’s 500 Index fell 1.95 percent, while the Nasdaq Composite Index...

Wednesday, November 19, 2025

This month’s Your Money Matters newsletter contains helpful information on the benefits of impact investing versus philanthropy, the fundamentals of stocks, and assessing credit skills. We have included a resource on key times to...

Monday, November 17, 2025

Stocks ended mixed after a nail-biting week for investors, who grew anxious over megacap tech valuations and interest rates as the government shutdown came to an end. The Standard & Poor’s 500 Index edged up 0.08 percent, while the...

Thursday, November 13, 2025

As we approach the end of the year, it’s an opportune time to review and optimize your financial and tax strategies. Here are some key considerations: 1. Tax-Advantaged Accounts: Contribute fully to retirement accounts, including any...

Wednesday, November 12, 2025

As a woman, you’re well versed in the practice of giving (giving your time, energy, expertise, support, etc.), so you probably already know how giving can enhance your life while improving the lives of others. But did you also know...

Monday, November 10, 2025

Stocks hit a rough patch last week as fresh labor market data, low consumer sentiment, and the ongoing government shutdown unnerved investors. The Standard & Poor’s 500 Index declined 1.63 percent, while the Nasdaq Composite Index...

Tuesday, November 4, 2025

This month’s Retirement Readiness newsletter features information on reviewing a pre-retirement checklist, maximizing social security benefits, and how to safeguard your digital estate. It also includes tips on saving money for...

Monday, November 3, 2025

Stocks rose last week as trade developments, positive Q3 corporate results, and momentum in megacap tech drove another rally, despite some cautious comments from the Fed. The Standard & Poor’s 500 Index gained 0.71 percent, while the...

Tuesday, October 28, 2025

Stop me if you’ve heard this one before: Past performance is no guarantee of future results. It’s one of the truisms of personal finance. What happened before is interesting to look at, but it doesn’t necessarily predict what will...

Tuesday, October 28, 2025

This month’s Retirement Readiness newsletter features helpful information on how to prepare for retirement, volunteering tips, and key questions to consider before taking Social Security. It also includes tips on the importance of...

Monday, October 27, 2025

Stocks rose last week thanks to a full slate of upbeat third-quarter corporate results and mild inflation data, which helped soften concerns over trade tensions with China. The Standard & Poor’s 500 Index gained 1.92 percent, while...

Tuesday, October 21, 2025

Stocks pushed higher last week, buoyed by strong third-quarter results posted by several money center banks. The Standard & Poor’s 500 Index gained 1.70 percent, while the Nasdaq Composite Index rose 2.14 percent. The Dow Jones...

Thursday, October 16, 2025

The One Big Beautiful Bill Act (OBBBA) was signed into law on July 4, 2025. If you’ve been following the buzz on social media, you already know that for a new piece of legislation, the “Big Beautiful Bill” has already generated...

Tuesday, October 14, 2025

Retirement should be an exciting milestone, a time to enjoy the rewards of your hard work. But for many people, it’s one of the most significant financial transitions of their lives, and it can bring uncertainty and even fear. Here are...

Monday, October 13, 2025

Stocks fell last week amid concerns about trade with China, following an unsteady rally to record highs over the first half of the week. The Standard & Poor’s 500 Index fell 2.43 percent, while the Nasdaq Composite Index declined 2.53...

Friday, October 10, 2025

This month’s Your Money Matters newsletter contains helpful information on the importance of cyber security, establishing a strong trusted contact, and estate strategies. October also marks National Financial Planning Month, and we...

Thursday, October 9, 2025

Conquer financial fears like debt, retirement, and market volatility with strategic planning and professional advice. Build confidence in your financial future.

Tuesday, October 7, 2025

This is a reminder that October 15th is quickly approaching, and with it, the deadline to recharacterize assets to avoid potentially costly tax penalties. In brief, Roth IRAs are a valuable tool for savvy investors to reduce long-term...

Monday, October 6, 2025

Stocks rose last week, looking past the government shutdown and apparently discounting any impact it may have on the economy. The Standard & Poor’s 500 Index moved up 1.08 percent, while the Nasdaq Composite Index rose 1.32 percent....

Thursday, October 2, 2025

Discover what the designations CFP, ChFC, RICP, and others mean, highlighting your advisor's expertise and dedication to guiding your financial journey.

Tuesday, September 30, 2025

The Fed lowered short-term interest rates at its September 2025 meeting, but the question on most people’s minds is, “What’s in it for me?” That’s a fair question, so here are some ideas to consider. First-wave changes: Any loan...

Monday, September 29, 2025

Stocks fell last week, buffeted by concerns about stock price valuations and a possible government shutdown. The Standard & Poor’s 500 Index declined 0.31 percent, while the Nasdaq Composite Index lost 0.65 percent. The Dow Jones...

Thursday, September 25, 2025

This month’s Retirement Readiness newsletter features helpfulinformation on the impact of Artificial Intelligence (AI) on retirees, orchestrating retirement accounts, and traps to avoid in retirement. It also includes insights on...

Wednesday, September 24, 2025

Explore compassionate financial planning for aging parents, from Medicare to estate planning, ensuring peace of mind for families during transitions.

Monday, September 22, 2025

Stocks posted solid gains last week, propelled by the Fed’s decision to cut short-term interest rates. The Standard & Poor’s 500 Index rose 1.22 percent, while the Nasdaq Composite Index climbed 2.21 percent. The Dow Jones Industrial...

Wednesday, September 17, 2025

This month’s Your Money Matters newsletter contains helpful information on the importance of good health, intellectual property and estate strategy, and auto insurance. We have also provided information on the significance of...

Monday, September 15, 2025

Stocks posted a solid gain last week, riding a rally in megacap tech stocks while overcoming interest rate anxiety, a downward revision to jobs data, and mixed inflation reports. The Standard & Poor’s 500 Index rose 1.59 percent,...

Thursday, September 11, 2025

September is a month that marks new beginnings. As the leaves begin to change and temperatures cool down, September offers a quiet focus that replaces summer’s chaos. For many, it is the start of the school year, approaching a fresh...

Monday, September 8, 2025

Stocks made gains last week, even as megacap tech gains outweighed economic concerns. The Standard & Poor’s 500 Index advanced 0.33 percent, while the Nasdaq Composite Index rose 1.14 percent. The Dow Jones Industrial Average...

Thursday, September 4, 2025

If you're caring for aging parents while raising kids, you're not alone.It's called the sandwich generation, and while it's full of love and purpose, it's also packed with emotional and financial pressure. One day you're helping with...

Wednesday, September 3, 2025

Life is an amazing journey full of challenges and triumphs. No matter where you are on the journey, preparing can be a key part of success. That’s why we are happy to remind you that September is Life Insurance Awareness Month. Life...

Tuesday, September 2, 2025

Stocks ended the week slightly lower as mixed economic data led to some profit-taking by investors ahead of the holiday weekend. The Standard & Poor’s 500 Index edged down 0.10 percent, while the Nasdaq Composite Index slipped 0.19...

Wednesday, August 27, 2025

This month’s Retirement Readiness newsletter features helpfulinformation for women approaching retirement, tips for caring for aging parents, and changing your definition of risk in retirement. It also includes insights on achieving...

Monday, August 25, 2025

Stocks were mixed last week despite a powerful Friday rally sparked by Federal Reserve Chair Jerome Powell, who opened the door to adjusting short-term interest rates. The Standard & Poor’s 500 Index picked up 0.27 percent while the...

Thursday, August 21, 2025

As much as I've tried to avoid it, the proof is all over my Facebook feed. Summer is coming to an end. As a self-proclaimed "summer gal," the back-to-school season is my least favorite, and not just because it signals the end of long,...

Tuesday, August 19, 2025

Stocks rose last week despite mixed signals on inflation as investors kept one eye on the Fed’s September meeting. The Standard & Poor’s 500 Index advanced 0.94 percent, while the Nasdaq Composite Index added 0.81 percent. The Dow...

Wednesday, August 13, 2025

This month’s Your Money Matters newsletter contains helpful information on AI's impact on the economy, managing student loan debts, and best practices when it comes to saving money as a couple. August is also National Make-A-Will...

Monday, August 11, 2025

Stocks rebounded last week as investor optimism for a September rate adjustment and strong Q2 corporate results overcame the rollout of fresh tariffs. The Standard & Poor’s 500 Index rose 2.43 percent, while the Nasdaq Composite Index...

Friday, August 8, 2025

One study estimates the average cost of raising a child to the age of 17 for a middle-income family is about $310,605. As a point of comparison, the median home price in the U.S. was $417,700 at the end of 2023.1,2 If you want to add...

Tuesday, August 5, 2025

Summer is almost over, and August is nationally recognized as Make a Will Month. Although discussing wills may feel uncomfortable or seem far-off, it presents an important opportunity to reflect on our lives, our values, and the...

Monday, August 4, 2025

Stocks fell last week as investors assessed progress on trade negotiations, new U.S. tariffs, and fresh data on the U.S. economy. The Standard & Poor’s 500 Index fell 2.36 percent, while the Nasdaq Composite Index declined 2.17...

Wednesday, July 30, 2025

This month’s Retirement Readiness newsletter features helpfulinformation on "forgotten" retirement accounts, steps for navigating an early retirement, and insurance needs assessment tips for empty nesters and retirees. It also...

Monday, July 28, 2025

Expectation-beating Q2 results from several companies, trade updates, and investor optimism for more trade agreements pushed market averages to solid gains. The Standard & Poor’s 500 Index advanced 1.46 percent, while the Nasdaq...

Monday, July 21, 2025

Stocks were mixed last week, battling through tariff talk while responding to upbeat quarterly corporate reports and a trove of updates on the economy. The Standard & Poor’s 500 Index rose 0.59 percent, while the Nasdaq Composite...

Wednesday, July 16, 2025

This month’s Your Money Matters newsletter contains helpful information on inflation's impact on investments, managing money as a couple, and how to best examine spending habits to avoid overspending. We also provided an insightful...

Monday, July 14, 2025

Stocks were slightly lower last week, while looking past news of fresh U.S. tariffs on nearly two dozen countries. The Standard & Poor’s 500 Index fell 0.31 percent, while the Nasdaq Composite Index edged lower by 0.08 percent. The...

Thursday, July 10, 2025

Summer is here, the season of sunshine, travel plans, and spontaneous fun. It's also the perfect time to pause, reflect, and make sure your financial goals are still on track. With half the year behind us, now's a smart moment to take...

Monday, July 7, 2025

Trade developments and continued momentum pushed all three major averages to modest gains again for a shortened holiday trading week. The Standard & Poor’s 500 Index rose 1.72 percent, while the Nasdaq Composite Index added 1.62...

Monday, June 30, 2025

Stocks staged a broad-based rally last week on investors’ hopes for a lasting Middle East ceasefire, hitting fresh record highs along the way. The Standard & Poor’s 500 Index rose 3.44 percent, while the Nasdaq Composite Index added 4...

Thursday, June 26, 2025

This month’s Retirement Readiness newsletter features helpfulinformation on exploring national parks during retirement, important birthdays over 50, and the growing popularity of playing pickleball in retirement to stay active. It...

Tuesday, June 24, 2025

Stocks were mixed during the holiday-shortened trading week as uncertainty over conflict in the Middle East weighed on investors. The Standard & Poor’s 500 Index slipped by 0.15 percent, while the Nasdaq Composite Index rose by 0.21...

Tuesday, June 17, 2025

Stocks fell last week as an up-and-down mix of trade progress and anxiety, economic news, and geopolitical tensions netted out. The Standard & Poor’s 500 Index slid 0.39 percent, while the Nasdaq Composite Index slipped 0.63 percent....

Wednesday, June 11, 2025

This month’s Your Money Matters newsletter contains helpful information on purchasing a vacation property, preparing for college costs, and the economic journey of your morning cup of coffee. National Insurance Awareness Day is also...

Monday, June 9, 2025

Stocks rallied last week as investors responded to upbeat economic data and easing trade tensions. The Standard & Poor’s 500 Index added 1.50 percent, while the Nasdaq Composite Index rose 2.18 percent. The Dow Jones Industrial...

Monday, June 2, 2025

Stocks advanced over the short trading week, bolstered by a possible trade deal with the European Union (EU) and an upbeat corporate report from a mega-cap tech company that creates semiconductors used in the creation of artificial...

Tuesday, May 27, 2025

Stocks moved lower last week as fiscal fears and fresh tariff threats loomed over market sentiment. The Standard & Poor’s 500 Index fell 2.61 percent, while the Nasdaq Composite Index dropped 2.47 percent. The Dow Jones Industrial...

Monday, May 19, 2025

Stocks roared higher last week, powered by upbeat trade news and tame inflation reports. The Standard & Poor’s 500 Index rose 5.27 percent, while the Nasdaq Composite Index spiked 7.15 percent. The Dow Jones Industrial Average added 3...

Thursday, May 15, 2025

May is a month to celebrate the older Americans in our country and honor their lives and the accomplishments they still have ahead of them. Older Americans Month was established in 1963 by President John F. Kennedy to bring awareness...

Tuesday, May 13, 2025

Stocks were lower last week as volatility dropped despite ongoing trade concerns and the Federal Reserve's update on short-term rates The Dow Jones Industrial Average dropped 0.16 percent, while the Standard & Poor’s 500 Index lost 0...

Thursday, May 8, 2025

This month’s Your Money Matters newsletter contains helpful information on getting a head-start on college savings, important estate management tips, and managing risk with investment decisions. May is also Military Appreciation Month...

Monday, May 5, 2025

Stocks pushed higher last week as investors cheered the White House’s constructive comments on trade, upbeat Q1 corporate reports, and an encouraging jobs report. The Standard & Poor’s 500 Index gained 2.92 percent, while the Nasdaq...

Monday, April 28, 2025

Stocks pushed higher last week, spurred by the White House's reassuring comments that progress was being made with trade talks. The Standard & Poor’s 500 Index gained 4.59 percent, while the Nasdaq Composite Index picked up 6.73...

Thursday, April 24, 2025

April is Financial Literacy Month: A Time to Empower the Next Generation April marks the beginning of Financial Literacy Month, a nationally recognized initiative to promote and support financial education, particularly among young...

Monday, April 21, 2025

U.S. stocks slipped over the shortened trading week as Q1 corporate reports started to roll in. The Standard & Poor’s 500 Index dropped 1.50 percent, while the Nasdaq Composite Index fell 2.62 percent. The Dow Jones Industrial Average...

Thursday, April 17, 2025

We always hope our clients feel confident discussing money with their families. But, the truth is, talking about money can be very uncomfortable for many. Where do you begin? What’s the right age? The good news is, it’s never too early...

Monday, April 14, 2025

Stocks ended the week with a strong gain as traders continued to focus on tariff talks while appearing to overlook upbeat news on inflation. The Standard & Poor’s 500 Index rose 5.70 percent, while the Nasdaq Composite Index gained 7...

Thursday, April 10, 2025

Market volatility has been high in recent days now that tariff negotiations are capturing many headlines. Here’s a short video from Chris “v” which you might find comforting. (LINK) Attached to this blog is a reference item from the...

Wednesday, April 9, 2025

Stocks fell broadly last week as domestic and foreign markets reacted to the White House’s tariffs. The Standard & Poor’s 500 Index declined 9.08 percent, while the Nasdaq Composite Index fell 10.02 percent. The Dow Jones Industrial...

Thursday, April 3, 2025

Spend Today, Save Tomorrow? Let’s Change That! Okay, we’ve all been there. But it may be time for a change if you’re constantly living paycheck to paycheck and struggling to build savings. The good news? Small adjustments in your...

Tuesday, April 1, 2025

Stocks moved lower last week as investors swung from exuberance to disappointment on news over tariffs and inflation. The Standard & Poor’s 500 Index fell 1.53 percent, while the Nasdaq Composite Index retreated 2.59 percent. The Dow...

Tuesday, March 25, 2025

Stocks notched a solid gain last week as upbeat comments from the Fed helped stocks snap their four-week losing streak. The Standard & Poor’s 500 Index rose 0.51 percent, while the Nasdaq Composite Index picked up 0.17 percent. The...

Monday, March 17, 2025

Investors endured another volatile, whipsaw week as ongoing trade talks and White House comments about the economy unsettled investors. The Standard & Poor’s 500 Index declined 2.27 percent, while the Nasdaq Composite Index dropped 2...

Monday, March 10, 2025

Stocks continued their slide through a volatile week. U.S. trade policy drove much of the market’s movement, broadening investors' concerns about economic growth and inflation. The Standard & Poor’s 500 Index declined 3.10 percent,...

Friday, March 7, 2025

Despite progress toward financial planning and saving, women often face challenges regarding their financial security. These challenges can include more time away from the workforce (often caring for children or for parents), the...

Wednesday, March 5, 2025

Saving money is a bit like eating healthy; you know you should eat your veggies, but it’s hard to resist indulging in something more fun. Like making healthy choices, a tax refund can present the opportunity to splurge. But, more...

Monday, March 3, 2025

Stocks were mixed last week as investor concerns over inflation and trade policy combined to produce another volatile trading week. The Dow Jones Industrial Average rose 0.95 percent, while the Standard & Poor’s 500 Index lost 0.98...

Tuesday, February 25, 2025

Stocks fell last week as concerns about sticky inflation and the pace of economic growth rattled investors. The Standard & Poor’s 500 Index declined 1.66 percent, while the Nasdaq Composite Index dropped 2.51 percent. The Dow Jones...

Tuesday, February 18, 2025

Stocks advanced last week despite some intra-week volatility as investors showed concern about the economy's strength. The Standard & Poor’s 500 Index gained 1.47 percent, while the Nasdaq Composite Index picked up 2.58 percent. The...

Sunday, February 16, 2025

Fewer things are more reliable than Tax Day, even if the deadline has shifted around a bit in recent years. This year, it’s April 15th for most taxpayers, and recent legislation changes include substantial increases to standard...

Tuesday, February 11, 2025

Stocks posted modest losses last week as tariff deals, January jobs data, and Q4 corporate reports injected volatility into markets. The Standard & Poor’s 500 Index slipped 0.24 percent, while the Nasdaq Composite Index lost 0.53...

Friday, February 7, 2025

This month’s Your Money Matters newsletter contains helpful information on improving brain function, the importance of employees' health, the difference between emotional and strategic decisions, and charitable contribution guidelines...

Tuesday, February 4, 2025

Stocks were mixed last week as investors parsed market-moving news nearly every trading day—from an unsettling AI update to White House news to Q4 corporate reports. The Standard & Poor’s 500 Index fell 1.00 percent while the Nasdaq...

Saturday, February 1, 2025

And just like that… February is here, with a quiet promise of renewal and warmth yet to come. February invites us to embrace moments of connection, whether through the cherished bonds shared with friends and family or the celebration...

Thursday, January 30, 2025

This month’s Your Money Matters newsletter contains helpful information about starting the new year off on the right foot by providing tips to help you build a solid financial foundation, staying on track with your own personal...

Tuesday, January 28, 2025

Stocks rallied last week as investors reacted positively to a handful of better-than-expected corporate earnings reports and developments out of Washington, D.C. The Standard & Poor’s 500 Index gained 1.74 percent, while the Nasdaq...

Wednesday, January 22, 2025

Stocks roared back last week, fueled by upbeat Q4 corporate reports and economic news that stalled inflationary fears. The Standard & Poor’s 500 Index rose 2.91 percent, while the Nasdaq Composite Index advanced 2.45 percent. The Dow...

Tuesday, January 14, 2025

Stocks fell for the second consecutive week as a round of fresh economic data stoked inflationary fears among investors. The Standard & Poor’s 500 Index declined 1.94 percent, while the Nasdaq Composite Index dropped 2.34 percent. The...

Friday, January 10, 2025

The New Year means taking a new look at your finances. The most important thing is to make sure you feel like you have the cashflow you need to do the things you want to do. So, let’s set some goals this year to build on last year’s...

Wednesday, January 8, 2025

Stocks edged lower last week despite a powerful end-of-week rally. The Standard & Poor’s 500 Index lost 0.48 percent, while the Nasdaq Composite Index slid 0.51 percent. The Dow Jones Industrial Average fell 0.60 percent. The MSCI...

Thursday, January 2, 2025

National Financial Wellness Month comes each January. It's a time to remind people to either establish a financial strategy or take some time to sit down and review it with their trusted financial professional. For me, it's time for...

Tuesday, December 17, 2024

Stocks finished the week mixed, bookending losses around midweek gains as investors digested fresh inflation data. The Standard & Poor’s 500 Index slipped 0.64 percent, while the Nasdaq Composite Index ticked up 0.34 percent. The Dow...

Thursday, December 12, 2024

We don’t always hear about it in the news, but identity theft is on the rise. Our constant internet usage has given us a large digital footprint. And the more you’re online, the greater your risk of criminals hijacking your...

Tuesday, December 10, 2024

Stocks were mixed during the first trading week of December. Technology stocks led, while the widely followed Dow Jones Industrial Average struggled. The tech-heavy Nasdaq Composite Index picked up 3.34 percent while the Dow...

Thursday, December 5, 2024

Happy December! As the year winds down, there's much to celebrate this season. Three major holidays will occur this month: Christmas is Wednesday, December 25th, and Hanukkah starts the same evening. Kwanzaa begins the following day,...

Tuesday, December 3, 2024

Stocks posted solid gains over a short and busy holiday week as investors parsed fresh economic data, comments on potential future trade policy, and a few Q3 reports from technology companies. The Standard & Poor’s 500 Index gained 1...

Monday, November 25, 2024

Stocks advanced last week, powering ahead with pre-holiday optimism despite geopolitical tensions and two disappointing Q3 corporate updates. The Standard & Poor’s 500 Index rose 1.68 percent, while the Nasdaq Composite Index gained 1...

Tuesday, November 12, 2024

Stocks surged higher last week, fueled by the Fed’s rate cut decision and post-election enthusiasm as investors looked to future policy impacts of a Republican-controlled Senate and executive branch. (The House of Representatives...

Tuesday, November 5, 2024

Stocks slid last week as mixed economic data and strong-but-not-spectacular Q3 corporate reports failed to inspire investors. The Standard & Poor’s 500 Index fell 1.36 percent, while the Nasdaq Composite Index declined 1.50 percent....

Tuesday, October 29, 2024

Stocks were mixed last week as fresh economic data points and election-related uncertainty slowed market momentum. The Standard & Poor’s 500 Index fell 0.96 percent, while the Nasdaq Composite Index rose 0.16 percent. The Dow Jones...

Wednesday, October 23, 2024

If you’re like most people, you’ll do just about anything to protect your loved ones. Yet many of us fail to consider or prepare for the inevitability of death, which can result in heartache, frustration, and unnecessary expense for...

Tuesday, October 22, 2024

Stocks posted modest gains last week, with quarterly earnings season in full swing and the election on the horizon. The Standard & Poor’s 500 Index increased 0.85 percent, while the Nasdaq Composite Index rose 0.80 percent. The Dow...

Tuesday, October 15, 2024

Stocks advanced last week despite mixed inflation data, lurching oil prices, and lingering anxiety about the Middle East. The Standard & Poor’s 500 Index gained 1.11 percent, while the Nasdaq Composite rose 1.13 percent. The Dow Jones...

Thursday, October 10, 2024

Estate planning can be one of the most misunderstood aspects of financial planning; however, it’s vital to ensure your assets and family are protected. Unfortunately, common myths convince many they don’t need to create or update an...

Tuesday, October 8, 2024

Stocks were essentially unchanged last week as geopolitical tensions added some volatility to an otherwise quiet trading week. The Dow Jones Industrial Average was flat (+0.09 percent), while the Standard & Poor’s 500 Index ticked up...

Wednesday, October 2, 2024

You’ve worked hard to establish a legacy you can be proud of, one that your family can continue to build upon for years to come. And as you know, a comprehensive estate plan is an essential piece of your financial puzzle. However,...

Tuesday, October 1, 2024

Stocks moved higher last week, continuing to build on the momentum generated after the Federal Reserve decided to cut short-term rates by 0.50 percent. The Standard & Poor’s 500 Index gained 0.59 percent, while the Nasdaq Composite...

Tuesday, September 24, 2024

Stocks moved higher last week after the Federal Reserve’s half-point rate cut, bolstered by multiple data points supporting a cooling but still strong economy and decelerating inflation. The Standard & Poor’s 500 Index gained 1.36...

Tuesday, September 17, 2024

Stocks rallied last week as investors received better-than-expected consumer and producer inflation data. The Dow Jones Industrial Average rose 2.60 percent, while the Standard & Poor’s 500 Index gained 4.02 percent.

Tuesday, September 10, 2024

Stocks fell last week as soft economic data rattled investors focused on the Fed’s next move with interest rates. The Dow Jones Industrial Average lost 2.93 percent, while the Standard & Poor’s 500 Index dropped 4.25 percent. The...

Wednesday, September 4, 2024

There were mixed results for stocks last week as upbeat economic data and a critical Q2 corporate report shaped the week. The Dow Jones Industrial Average rose 0.94 percent, while the Standard & Poor’s 500 Index increased 0.24 percent...

Tuesday, September 3, 2024

Life is an amazing journey full of challenges and triumphs. No matter where you are on the journey, preparing can be a key part of success. That’s why we are happy to remind you that September is Life Insurance Awareness Month. Life...

Tuesday, August 27, 2024

Stocks notched a solid gain as dovish comments from Federal Reserve officials boosted the market’s recovery from early August lows. The Standard & Poor’s 500 Index rose 1.45 percent, while the Nasdaq Composite added 1.40 percent. The...

Tuesday, August 27, 2024

As people transition into the later stages of their lives, their thoughts inevitably turn toward the complicated matters to be addressed upon their death. Having an Estate Plan in place can significantly ease the burden of those...

Tuesday, August 20, 2024

Stocks posted solid gains last week, buoyed by robust economic data and constructive comments from Fed officials. The Standard & Poor’s 500 Index rose 3.93 percent, while the Nasdaq Composite gained 5.29 percent. The Dow Jones...

Wednesday, August 7, 2024

If you’re wondering if estate planning is right for you, it’s important to know it’s not just for the wealthy. Even people with modest assets need a written plan. And right now is a great time to take the next step and get started....

Tuesday, July 30, 2024

Stocks had a mixed, see-saw week as disappointing corporate reports unsettled investors who appeared to rotate away from some leading groups in favor of other names. The Dow Jones Industrial Average picked up 0.75 percent.

Tuesday, July 23, 2024

Stocks were under pressure last week as investors appeared to rotate out of mega-cap tech stocks and into areas that may benefit from lower interest rates. The Standard & Poor’s 500 Index fell 1.97 percent, while Nasdaq Composite...

Monday, July 15, 2024

Stocks advanced last week as market leadership shifted amid fresh inflation data and quarterly corporate reports starting to roll in. The Standard & Poor’s 500 Index advanced 0.87 percent, while the Dow Jones Industrial Average picked...

Thursday, July 11, 2024

July is coming in hot, as is the stock market. The three major indices – Dow Jones Industrial, NASDAQ, and S&P 500 – ended the second quarter strongly in June. Though the Federal Reserve (Fed) is still holding out on cutting interest...

Tuesday, July 9, 2024

Stocks steadily advanced over the holiday week thanks to strength in mega-cap tech issues and encouraging jobs data. The Standard & Poor’s 500 Index rose 1.95 percent, while the Nasdaq Composite Index added 3.50 percent. The Dow Jones...

Tuesday, July 2, 2024

Stocks finished the last week of June and Q2 mixed as investors digested a fresh round of economic data. The Standard & Poor’s 500 Index slipped 0.08%, while the Dow Jones Industrial Average also dipped 0.08 percent. The tech-heavy...

Thursday, June 27, 2024

Summer’s here, and the time is right for vacations, outdoor activities, and fun. It’s also a good time to consider a few financial matters. Here are some questions to ask yourself mid-year. Are your goals still the same this year?

Wednesday, June 26, 2024

Stocks edged higher over the four trading days last week, with the three major averages taking turns leading based on various economic and artificial intelligence (AI) news. The Dow Jones Industrial Average rose 1.45 percent–its best...

Wednesday, June 12, 2024

I’m always looking for ways to help clients be more efficient with their money. Now that summer’s here, staying cool can make electricity bills skyrocket, so here are some strategies to help keep cool and save cash at the same time. 

Monday, June 10, 2024

Stocks rose last week despite conflicting stories from economic reports. The Dow Jones Industrial Average inched up 0.29 percent while the Standard & Poor’s 500 Index powered ahead 1.31 percent. The Nasdaq Composite led, picking up 2...

Thursday, June 6, 2024

If you have teenagers, you’re likely very in touch with the adage, “One day you’re changing diapers, and the next you’re sending them off to college.” One of the results of that compressed passage of time is the bracing reality that...

Wednesday, May 29, 2024

Last week's stock performance was mixed, following investors' reaction to the Fed's May meeting minutes, while a handful of mega-cap tech companies created a buzz with their news. Market Splits Stocks began trading in a narrow band...

Monday, May 20, 2024

Stocks notched a solid gain last week in a mega-cap, tech-led rally bolstered by positive inflation news. Dow 40,000 The week began quietly as market averages traded in a tight range, awaiting fresh inflation news. On Tuesday, markets...

Monday, May 13, 2024

Stocks notched a solid gain last week as rate-cut expectations paced the rally as the Q1 earnings season wound down. Stocks Climb Steadily Monday opened with stocks picking up where they left off the prior Friday. Stocks were still...

Monday, May 13, 2024

This month’s Retirement Readiness newsletter features helpful information about aligning retirement wishes with retirement reality, calculating your social security benefit, assessing insurance needs for empty nesters, and a checklist...

Monday, May 6, 2024

Stocks notched a solid gain last week, rallying behind upbeat earnings, a dovish Fed, and mixed economic data. Stocks Pop, Drop, Then Rally Markets began the week with an upward bump as positive news from some mega-cap tech companies...

Monday, April 29, 2024

Stocks staged a choppy comeback last week as investors cheered positive earnings, led by mega-cap tech stocks. The rally came to pass despite fresh data showing a slowing economy and increasing inflationary pressures. Stocks Bounce...

Monday, April 22, 2024

Stocks fell for a third straight week, as Fed Chair Jerome Powell's mixed but upbeat message could not offset the anxiety caused by the Middle East conflict. Stocks Retreat Markets began the week rattled by further escalation in the...

Tuesday, April 16, 2024

In their 30s, individuals often navigate significant life transitions and financial responsibilities. Here are some common financial mistakes people in their 30s might make: Neglecting Retirement Savings: Some people in their 30s may...

Monday, April 15, 2024

Stocks fell last week as investors sorted through conflicting inflation reports and assessed geopolitical tensions. Inflation Spooks Markets On Wednesday, the March Consumer Price Index (CPI) report rattled markets, revealing that...

Tuesday, April 9, 2024

Stocks dropped last week as investors focused on “what's next” for interest rates after mixed comments from multiple Fed officials. Fed Officials Weigh In Stocks struggled out of the gate again last week, ending Monday and Tuesday in...

Wednesday, April 3, 2024

This month’s Your Money Matters newsletter contains helpful information about preparing to grow wealthy as a couple, targeting college prep milestones, important considerations when donating stock, and tips for raising healthy kids....

Wednesday, March 27, 2024

One of the biggest financial challenges women often face is preparing for (and saving enough for) retirement. There are numerous reasons why these challenges exist, but through continued awareness and planning, those challenges can be...

Monday, March 25, 2024

Stocks posted their best week of the year, sparked by news that the dovish Fed decided to keep rates steady and signaled three rate cuts were still possible this year. Stocks Bounce Back As widely expected, the Fed left rates...

Monday, March 18, 2024

Stocks fell for the second straight week on inflation concerns despite a report on consumer prices that was initially well received by investors. Stocks Slide Tuesday was the only bright spot during the week as stock prices rose after...

Thursday, March 14, 2024

If you’re getting a refund from the IRS, here are some ideas on how to use it for your long-term benefit.

Monday, March 11, 2024

Stocks had a rough start to the week, with the Dow, S&P 500, and Nasdaq each off more than one percent on Tuesday alone. Mega-cap tech stocks were under pressure as investors appeared to take some profits.

Tuesday, March 5, 2024

Tax time is upon us, and that means gathering all of your documents needed and getting them in one place to make filing your taxes as easy as possible. We thought it would be helpful to send along this handy checklist to assist with...

Monday, March 4, 2024

Stocks extended their tech-led advance last week as signs of a resilient and still-enthusiastic consumer boosted momentum.

Wednesday, February 28, 2024

The time following Valentine's Day has always served as a reminder that Spring is on the way. The days are getting longer, the birds and the bees are doing their thing, and people everywhere are thinking about future travel and...

Monday, February 26, 2024

Stocks vaulted to new heights last week on the back of an artificial intelligence (AI) semiconductor company, marking investors’ belief that AI has the potential to transform the U.S. economy.

Tuesday, February 20, 2024

Stocks fell last week as investors reacted to disappointing inflation updates and other economic reports that fell short of estimates.

Friday, February 16, 2024

Fewer things are more reliable than Tax Day, even if the deadline has shifted slightly in recent years. This year, it’s April 15th for most taxpayers, and recent legislation changes include substantial increases to standard deduction amount

Monday, February 12, 2024

The stock market experienced solid gains last week, concluding the trading week on a positive note, thanks to robust corporate reports and favorable inflation news; this propelled the S&P 500 Index to achieve a new record high at the...

Friday, February 9, 2024

As the much-anticipated Super Bowl LVIII draws nearer, I thought sharing some fascinating details about the big event that will have us all on the edge of our seats would be interesting. Let's huddle up and review the stats that make...

Monday, February 5, 2024

Stocks pushed higher last week as investors cheered mega-cap tech corporate reports and a better-than-expected employment report. Stocks at New Highs At the beginning of the week, stocks surged, anticipating fourth-quarter corporate...

Monday, February 5, 2024

This month’s Your Money Matters newsletter contains helpful information about managing your taxable income, a brief primer about life insurance, protecting your assets with an umbrella policy, and the importance of inventorying...

Wednesday, January 31, 2024

Did you know that hobbies can help you live a longer and more fulfilled life? Many scientific studies have found that having a hobby can improve your physical and mental health, keep you sharp on the job, and help your relationships....

Tuesday, January 30, 2024

Stocks continued their upward climb last week as excitement around big tech continued; positive economic reports stoked investors’ belief that the Federal Reserve has pulled off a soft landing. Stocks Power Ahead Big tech was...

Monday, January 29, 2024

January 29 to February 2, 2024, is Identity Theft Awareness Week. Anytime is a good time to tighten up your identity security, but if you haven’t been as careful as you intended, consider this your annual reminder. Here are a...

Monday, January 22, 2024

Stocks finished higher last week, with big tech again leading amid lingering uncertainty over how continued economic strength would influence the Fed’s rate decision. Stocks Dip, Then Rally  Stock prices dropped early in...

Wednesday, January 17, 2024

This month's Retirement Readiness newsletter features a look at  "earnings season" (what is it?), the importance of having a plan for health care needs in retirement, preparing for the federal estate tax sunset, and why you...

Monday, January 15, 2024

Stocks pushed higher last week, led by big tech names and boosted by December inflation reports that were mixed but positive enough to shore up investor confidence in Fed rate cuts this year. Stocks Rock and Roll It was a rocky week...

Monday, January 15, 2024

The Internal Revenue Service recently released updated income tax brackets, standard deduction, and retirement contribution limits for the 2024 tax year. While these taxes are not due for some time, it may benefit you to start...

Wednesday, January 10, 2024

The New Year means taking a new look at your finances. The most important thing is to make sure you feel like you have the cashflow you need to do the things you want to do. So, let’s set some goals this year to build on last...

Monday, August 21, 2023

Remember when a college education was reasonably priced? In the past 20 years, the cost of college tuition for public universities has risen 165%. College students and their families have been taking on more and more debt, and they are...

Monday, July 17, 2023

Better-than-expected updates last week on consumer and wholesale price inflation buoyed investor sentiment, driving stocks higher and lower bond yields. The Dow Jones Industrial Average rose 2.29%, while the Standard &...

Wednesday, April 26, 2023

Stocks remained resilient last week amid mixed earnings reports, hawkish Fed-speak, and lingering recession fears, closing out the five trading days with small losses.The Dow Jones Industrial Average slipped 0.23%, while the Standard &...

Monday, April 17, 2023

The combination of an improving inflation outlook resulted in a week of uneven, albeit positive, performance, in which cyclical and financial stocks rallied while technology, real estate, and utilities lagged. The Dow Jones...

Monday, March 13, 2023

Stocks tumbled last week as investors reconsidered their interest rate expectations after Fed Chair Powell’s Congressional testimony that rates may need to go higher. Stocks also were rattled when a west coast bank was placed...

Tuesday, March 7, 2023

Welcome to March, a time for renewal and growth, a time we look forward to spring, a time when the days growing longer and the weather beginning to warm. Unfortunately, February’s market performance feels more like atrophy, not...

Wednesday, February 1, 2023

Our Your Money Matters Newsletter features helpful content on disability insurance, the benefits of time when you start saving early, asks the question, “Active or Passive Investing: Which Is Better?”, and notes a few...

Tuesday, January 31, 2023

We strive to keep you regularly updated with important market changes and news.Please listen to the most recent market update from Phil Blancato, Advisor Group’s Chief Market Strategist. This call discusses recent updates for the...

Tuesday, January 24, 2023

We strive to keep you regularly updated with important market changes and news.Please listen to the most recent market update from Phil Blancato, Advisor Group’s Chief Market Strategist. This call discusses recent updates for the...

Wednesday, January 18, 2023

With the hustle and bustle of the holidays behind us, it’s a great time to mention that January is Financial Wellness Month. Consider it a reminder to prioritize and pay closer attention to your financial health and finances...

Thursday, December 8, 2022

Whether you’re fully or partly retired, you may find that your assets are sufficient to cover your lifestyle for the remainder of your retirement. In that case, you may not feel like you need to use any additional money from your...

Monday, November 28, 2022

Did you know… with thoughtful, advanced planning, you can extend your legacy of charitable giving beyond your lifetime, creating lasting benefits for the organizations you care about? And if you have a desire to give back to...

Wednesday, October 19, 2022

Yep, you read the headline correctly - - accumulating assets has consequences - - and sometimes they’re more burdensome than you might have previously considered!While preparing for retirement, many of us focus on the top-line...

Thursday, October 13, 2022

October glows on every cheek, October shines in every eye, While up the hill and down the dale Her crimson banners fly. – Elaine Goodale Eastman (1863–1953)October is here, and that means the fall season is officially...

Tuesday, September 13, 2022

Who needs life insurance? If your job offers group life coverage, should you take it? Do you need more than that? Should it be temporary (term) or permanent? And for how much coverage? How do you know?Life insurance can be complicated....

Tuesday, September 6, 2022

September is Life Insurance Awareness Month, making it a good time to review things you may not know about life insurance, such as:Policies differ widely. Term life insurance pays out a death benefit if you die within the specified...

Thursday, September 1, 2022

It’s time for your life insurance checkup.September is National Life Insurance Awareness Month, so it’s a great time to review your coverage.1If you don’t have any life insurance, you’re not alone. Life...

Tuesday, August 30, 2022

If you have teenagers, you’re likely very in touch with the adage, “One day you’re changing diapers, and the next you’re sending them off to college.” One of the results of that compressed passage of time...

Thursday, August 25, 2022

SAVE. I used to think of it as a four-letter word. Now my kids do too. For people with their entire lives ahead of them they can be short-sighted when it comes to their finances. So, how do you teach them to be more...

Tuesday, August 23, 2022

As summer comes to an end and the excitement of a new school year begins, most parents dread the price tag associated with back-to-school shopping. And we don’t blame them! The amount of necessary supplies has climbed to new...

Thursday, August 11, 2022

For Police families, helping future generations with college is often an important life goal. The desire to assist our children with jump-starting their futures typically implies economically supporting some form of higher education....

Thursday, August 4, 2022

When our kids were younger $5 and a trip to Dollar Tree could fill a rainy afternoon. They would pace the aisles giving great thought to what was worth their money.   Now that they are teens and tweens it isn’t that...

Thursday, July 14, 2022

With half the year behind us, now is a great time to consider what the remainder of 2022 may hold. However, with inflation and economic uncertainty causing many of us to delay or cancel vacations, large purchases, and more, it can be...

Wednesday, June 15, 2022

Preparing for retirement is not entirely financial.Your degree of happiness in your "second act" may depend on some factors that don't come with an obvious price tag. Here are some non-monetary factors to consider as you prepare for...

Thursday, May 26, 2022

To our advisors, it’s a bit like living groundhog day (the movie)… Every spring we hear a few comments about owing big tax money after a Career Law Enforcement Professional has retired from police work.While we as advisors...

Monday, May 23, 2022

Part 3 (Embracing the Next Chapter of Life)I found that what Amanda shared with me was right on point. I was fortunate to leave the profession in my early 40’s and begin a new chapter in my life, whereby I am engaged daily with...

Monday, May 16, 2022

Aside from outbound calls, our phone is really quiet. We’ve fielded exactly 2 emails with a little concern about the markets over the past 2 weeks, but a number of messages looking to capitalize upon the current downturn. We also...

Monday, May 16, 2022

Part 2 (The Days After Retirement) You begin to shed the cop appearance. That favorite police shirt or hat you used to wear is no longer appropriate. I remember having to re-evaluate my entire wardrobe because it screamed COP! My SWAT...

Monday, May 9, 2022

“Officer Wellness”, one of the new buzz-words thrown around these days, popped into my head when I heard the news. But how did we get to this point of no return?

Wednesday, March 9, 2022

An unwelcome surprise, an IRS letter in the mail with an uncomfortable penalty is not something most investors anticipate.  But it happens, and more often than you think.  Sometimes it’s for failing to report capital...

Tuesday, March 1, 2022

What kind of role can a financial professional play for an investor? The answer: an important one. While the value of such a relationship is hard to quantify, the intangible benefits may be long-lasting. There are certain investors who...

Wednesday, February 23, 2022

Social Security Update You may have missed it, but there’s been a change recently with Social Security statements.  You know, that government program which provides supplemental retirement income to most retirees in America....

Wednesday, February 2, 2022

What’s a “Blog”?  What’s in our “Blog”?   There are common problems faced by many when it comes to personal finances and an important issue may be staring us in the eyes without us...