What Now?
2020 began with the promise of continued strong economic and financial performance and a hint of uncertainty surrounding the November Presidential election. The nation’s unemployment
Market Volatility and the Coronavirus
For many investors, the greatest impediment to financial success is their failure to control two powerful emotions: fear and greed. Fear and greed can distort
Why Value Investing Still Matters
One of my favorite activities in my career as a financial planner is meeting with clients for review sessions. These review meetings give us an
How Does the SECURE Act Impact Your Financial Plan?
Amidst the excitement of the holiday season and the seemingly endless coverage of impeachment proceedings in Washington D.C., you have may have missed news of
2019: The Year in Review
Despite a gloomy outlook at the onset of the year, 2019 proved to be a stellar year for investments and a strong year for the
Stock Pickers Fared Poorly Again in 2018
With equity markets experiencing levels of volatility not seen in recent years, 2018 was widely viewed as an opportunity for stock pickers and other active
Remembering John Bogle
The investing world lost an innovator and advocate for small investors everywhere when John Bogle passed away on January 16, 2019 at the age of
Looking Ahead to 2019
After the worst year for equity markets in a decade, some investors may be asking themselves “what now?” It is not unusual for investors to
2018: The Year in Review
“It was the best of times, it was the worst of times, it was the age of wisdom, it was the age of foolishness, it
How to Handle Stock Market Volatility
Barring an extraordinary Santa Claus rally in the last week of the year, 2018 stands to be a disappointing year for domestic and international equity
2019 Social Security Cost-of-Living Adjustment and Retirement Account Limits Announced
Social Security recipients will receive the largest annual raise in Social Security benefits in seven years when their monthly checks increase by 2.8% in early
Long Term Care Insurance Costs Skyrocket
Older Americans shopping for long-term-care insurance policies and current owners of long-term-care (LTC) policies may be in for a bit of a shock when they