Blog

September 24, 2018

6 Retirement Questions Government Employees Should Be Asking

Making the transition from the workforce to retirement can be demanding. After years in the public sector, you’re ready to settle into a more comfortable and leisurely lifestyle. As professional ...Read More
September 24, 2018

New Records and Changes – September 24, 2018

Last week brought new tariffs and data, and another look at changes coming to equity classifications. Overall, the S&P 500 gained 0.85% and the Dow was up 2.25%, while the NASDAQ dropped 0.29%. International stocks in the MSCI EAFE had sizable growth, posting a ... Read More
September 21, 2018

Women and the Retirement Crisis

Here’s a number that will knock your socks off: $400 trillion. By 2050, the retirement savings shortfall in eight of the world’s largest economies is expected to reach $400 trillion, according to estimates from the World Economic Forum (WEF). The shortfall is the difference ... Read More
September 21, 2018

It’s National Preparedness Month!

The Cambridge Dictionary defines “prepare” as making or getting something ready for something that will happen in the future. It also states: “to expect that something will happen and to be ready for it.” Read More
September 21, 2018

How Will President Trump’s Tariffs Impact Your Investments?

Fundamentally, the topic of tariffs is good. Government leaders implement tariffs on foreign products and services to restrict imports by tacking on additional taxes or fees. The aim is to make foreign products less attractive ... Read More
September 21, 2018

4 Questions to Ask About Long Term Care

As you age, calculating the chances that you’ll need long-term care—and the associated costs—is incredibly important. More than half of people turning 65 will require long-term care during their lifetimes, and the costs may be ... Read More
September 17, 2018

Planning For Multiple Beneficiaries in 5 Easy Steps

When do multiple beneficiaries exist? Multiple beneficiaries exist when an individual names more than one beneficiary for their IRA. Read More
September 17, 2018

10 Years Ago Today, the American Economy Nearly Imploded. Here’s What’s Gotten Better — and What Hasn’t

A decade ago, the American economy stood on the brink of collapse. Years of over-borrowing and over-confidence had already caught up to the housing market and sent home prices crashing. On Sept. 15, 2008, those same forces would topple Lehman Brothers, a storied Wall Street ... Read More
September 17, 2018

Stocks Up as Milestone Passes – September 17, 2018

Last week, the East Coast prepared for Hurricane Florence, which roared through the Carolinas and Georgia. As investors kept their eyes on the weather and its potential for destruction, estimates emerged of up to $27 billion in hurricane ...Read More
September 14, 2018

Critical Deadlines Checklist – Due October 15, 2018

Time is running out. Fall is here and along with Halloween and pumpkin-spice-everything come critical retirement account deadlines! Be sure that you complete the following transactions by October 15, 2018: Read More