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Image for Dow Jones: 30,000 Points?

Nov 16, 2020

Dow Jones: 30,000 Points?

Investing will always be met with uncertainty, whether the Dow is 20,000 points, 30,000 points, or 40,000 points. It is rarely a smooth ride to that next milestone.

Image for Oh, Yuck! It’s Open Enrollment Time!

Nov 9, 2020

Oh, Yuck! It’s Open Enrollment Time!

Open enrollment doesn't need to make you anxious! Review the different options available and to be aware of helpful resources.

Image for What's a SPAC?

Nov 2, 2020

What's a SPAC?

SPACs, also known as "blank check" companies, have raised over $48 billion this year, and it seems like every day a new one gets announced. But what exactly are they, and how do they work?

Image for Great Parents, Bad Savers?

Oct 26, 2020

Great Parents, Bad Savers?

It’s stressful to know that your parents haven’t prepared for retirement. It’s even more stressful to think that they may depend on you financially.

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Oct 19, 2020

Upcoming Election: Will it Impact Your Estate Plan?

When it comes to estate planning, current policies have never been more favorable than today. Everyone’s goals and intentions for wealth transfer are different, so customizing a strategy that fits your needs is the most important first step.

Image for Cryptocurrencies: What IRS Wants to Know

Oct 12, 2020

Cryptocurrencies: What IRS Wants to Know

If you are a cryptocurrency fan, heads up! As cryptocurrency investing becomes more popular, the IRS will shine a larger spotlight on tax reporting.

Image for Q3 Market Update: Are We There Yet?

Oct 5, 2020

Q3 Market Update: Are We There Yet?

Are you prepared for what the last stretch of 2020 could bring? With a disciplined approach and a solid financial plan, you should be equipped to weather any storm.

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Sep 28, 2020

Retirement Plan Options for the Small Business Owner

Running a small business can be extremely difficult. Choosing the right retirement plan can be just as complicated. These retirement plans will allow for the deductibility of any employer contributions you make on the employees' behalf.

Image for Let’s End 2020! But don’t forget year-end tax planning!

Sep 21, 2020

Let’s End 2020! But don’t forget year-end tax planning!

Spend some time now getting your 2020 tax picture in order. In just a few months, 2021 will arrive. Here are several things to consider before the calendar turns over.

Image for Set it and Forget it?  Not With Your Financial Plan

Sep 13, 2020

Set it and Forget it? Not With Your Financial Plan

Do not put your financial plan on the shelf and carry-on as usual. It's essential that you engage a qualified wealth advisor to help develop your financial plan.

Image for How to Build a Post-COVID Portfolio

Sep 8, 2020

How to Build a Post-COVID Portfolio

Bond yields are at historically low levels, and the Fed has indicated no interest in creating negative yields. How do you rethink what bonds mean for your portfolio? What's the best way to avoid disappointment in a post-COVID portfolio?

Image for What’s Restrictive about Restricted Stock?

Aug 31, 2020

What’s Restrictive about Restricted Stock?

Restricted stock awards deserve just as much attention as other aspects of your portfolio, but understanding how they work hasn't been easy. Lack of knowledge can cause you to miss an opportunity to maximize your benefits.

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