September 20, 2021 Milestones As adults, we typically don’t see ages the same way that kids do. But some ages are particularly important. Why? Because they have significant implications for your finances. Here are three of those milestones: Read More
August 21, 2021 Yogi-isms and Investing But these days, he’s probably best remembered for his “Yogi-isms”. His pithy, off-the-cuff sayings combined wisdom with humor, delivered in the form of irony, malapropisms, and oxymorons. Read More
April 8, 2021 Where are the markets going next? What should we expect for the rest of 2021? One year. It seems incredible, but it has been one year since COVID-19 struck our shores. One year since the World Health Organization declared a pandemic. One year since the markets crashed and the schools closed, and we realized just how much we take toilet paper for granted. Read More
January 21, 2021 2020: The Year in Review Every January, it’s customary to look back at the year that was. What were the highlights? What were the lowlights? What events will we always remember? Most importantly, what did we learn? Read More
December 16, 2020 Did you know? Important information for people with retirement plans The proof is in the numbers. According to a recent study by Charles Schwab, 81% of people with a self-directed brokerage account in their retirement plan do not use a financial advisor – and on average, they have $214,909 less than in their account compared to the 19% who do use an advisor.1 Read More
