2022: The Year in Review
From the onset, 2022 was a very challenging year for investors and financial markets alike. As global economies shrugged off the malaise of the coronavirus
What the SECURE 2.0 Act Means for You
Among all the year-end political drama and holiday celebrations you participated in, you may have missed the news that the Setting Every Community Up for
Financial Planning Moves to Make Now
2022 has proven to be a very challenging year for investors to navigate and the third quarter of the year did not deliver better news.
2022: Weathering the Financial Storm
We are only halfway through 2022, but most Americans have had enough bad economic and investment news to last several years. How bad were the
Do Market Downturns Lead to Negative Return Years?
Domestic and international equity markets experienced sharp selloffs in the first quarter of 2022, leading to widespread investor concern. Compounding the bad news from equity
Navigating the Road Ahead
Call it the perfect storm of negative financial forces if you would like, but regardless of the description used, the economic and investment market events
Looking Ahead to 2022
Coming off an especially strong year for equity investment returns, it is not unusual for investors to ask “what’s next?” for markets in 2022. There
Economic and Market Review 2021
After one of the most difficult years in decades, 2021 may have been one of the most eagerly anticipated years in recent memory. Emerging from
All Time High Anxiety
Investors are often conflicted about record-high stock prices. They are pleased to see their existing equity holdings gain in value but apprehensive that higher prices
How Should Investors Handle Inflation
One of the biggest financial stories of 2021 has been the surge in inflation. Disrupted supply chains, shortages of willing workers, rising energy prices and
Record Amounts of Wealth Held by Retirees
Older Americans own more wealth today than they have at any other time in the history of the United States. While that may seem like
What’s the Best Age to Claim Social Security Benefits?
Over the past few months, I have met with a significant number of current and prospective clients who have had questions related to or directly