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Friday, August 7, 2020

2020 has been an incredibly eventful year in so many ways. As we enter August, it’s important we reflect on the year so far, as well as what lies in front of us. Of course, 2020 will certainly be remembered for the Covid-19...

 

Monday, May 11, 2020

We continue to keep our clients updated on the COVID-19 issues. COVID-19 scams are growing so we wanted to provide some precautions to take in maintaining your security. Not keeping your information protected can be costly, and...

 

Tuesday, April 21, 2020

We hear a lot about how the novel coronavirus affects the world around us—the economy, our health care system, the education of our children. But how exactly does it affect the world inside us? How do our bodies fight this...

 

Wednesday, April 8, 2020

On March 27, 2020, the Coronavirus Aid, Relief and Economic Security Act (CARES Act) was signed into law by President Donald J. Trump. The CARES Act provides emergency financial relief to individuals, businesses and specific...

 

Wednesday, April 8, 2020

We wanted to share this with our family and friends. In my days as a clinical psychologist, my first ever rotation was at an inpatient eating disorder clinic. The treatment consisted of many things you might expect—nutritional...

 

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Wednesday, April 1, 2020

While speaking with a friend this morning, we both reflected on how different the world seemed just a few weeks ago when we last met. COVID-19 has caused worry around both our health and the health of the economy, and while the...

 

Monday, March 30, 2020

The Coronavirus (COVID-19) effect on the medical and financial well-being of individuals and businesses is apparent everywhere. The U.S. Congress, the President, and the States have worked tirelessly to address the interruptions (both...

 

Wednesday, March 25, 2020

We wanted to share this insight with all of you from Win the day Dr. Daniel Crosby, Chief Behavioral Officer, Brinker Capital. As a child, my father (himself a financial advisor) had a single obsession—paying off our house. For...

 

Tuesday, March 24, 2020

The outbreak of the Coronavirus and its effect on the medical and financial well-being of individuals everywhere, has called for swift and fluid response by our executive and congressional leaders. Here is a look at important...

 

Wednesday, March 18, 2020

Well, we are certainly going through some interesting times. COVID-19 is changing the world and how we operate. Our thoughts on how to move forward amidst this crisis. Read more here...

 

Monday, December 9, 2019

Reflecting and moving ahead As a new year approaches, it is only natural for us to reflect on how things went in 2019. Personal and professional accomplishments may take center stage. Or, we may take stock of any disappointments and...

 

Monday, October 21, 2019

As I was leaving the grocery store last month, a headline from USA Today jumped off the page: College Student Loans: Debt hits a new high in 2018. Last year, college seniors graduated with a diploma, a well-paying job (hopefully), and...

 

Wednesday, October 16, 2019

The first half of 2019 brought good news to investors. The economy was strong. Unemployment was lower than it had been in decades and interest rates were low. This brought strong returns for both stocks and bonds. Life was good. As we...

 

Tuesday, September 10, 2019

September: 6 Social Security Traps to Avoid On January 31, 1940, the first monthly Social Security check was issued to Ida May Fuller of Ludlow, Vermont. She received $22.54, according to the Social Security Administration. She was 65...

 

Friday, August 16, 2019

The equity and fixed-income markets have experienced considerable volatility over the past few weeks. Some of this has been related to a recent escalation of trade tensions with China and falling interest rates. On August 14th, the...

 

Thursday, August 8, 2019

The markets have been volatile over the past couple of weeks. Here are some thoughts and perspectives to keep in mind… What happened? Over the past week, equity markets have declined as trade tensions escalated between China and...

 

Monday, August 5, 2019

August: Dodge the 9 Top Elder Frauds You’ve saved money all your life. Or, maybe you sold your business after investing years of hard work. You’ve chosen the smart path and have a comfortable nest egg as you set to sail...

 

Friday, June 23, 2017

Tip: Don’t Put it Off. Putting off an easy thing makes it hard. Putting off a hard thing makes it impossible. -George Claude Lorimer Some of us share a common experience. You’re driving along when a police cruiser pulls up...