Thinking of You During the Holidays
Wishing You a Happy Holiday Season For many of us, 2020 has been a year unlike any other. Amid challenges […]
Markets & Marriage
The Market and Marriage Have Ups and Downs Your investment strategy is a lot like a marriage. One day you
Resolved: Financial Fitness for the New Year
Boost your financial fitness Resolved: Financial Fitness for the New Year is all about starting 2021 with smart money habits.
Window Closing on Medicare Changes
Medicare Fall Enrollment Ends The annual fall enrollment period for Medicare is coming to an end. Monday, December 7 is
Will the Grinch Steal Christmas?
The start of the holiday shopping season can provide important clues about the economy’s state and, more importantly, overall consumer
Does Main Street Need a Wall Street Strategy?
As Wall Street pushes higher, a pandemic-weary Main Street is relearning how to manage cash flow with the hope of
Wishing you a happy and safe Thanksgiving
Happy Thanksgiving message for clients: This year, more than ever, Thanksgiving reminds us to cherish what we have – friendships,
Coronavirus Vaccines and the Economy
As the United States sees a rise in cases of COVID-19 across the nation, news of two promising vaccines out
Speed Bumps & Headlines
Stay Focused on Your Long-Term Investment Goals As an investor, daily news headlines can easily distract you. For example, election
Election 2020: Biden’s Policy Initiatives
Biden’s Policy Initiatives and What They Could Mean Now that several major news groups have projected Joe Biden the winner
