News
"No Kids" Shouldn't Mean "No Estate Plan"
Regardless of your family situation, it's important to have certain estate planning essentials in place so that your legacy is left the way you intend.
12 Financial Resolutions for 2021
Start the new year right by reviewing and revamping your financial plan.
Annual Market Review 2020
Over the past 12 months, we have endured a global pandemic resulting in numerous deaths and hospitalizations, mass layoffs, a sinking economy, and a contentious presidential election. Our lives and lifestyles changed, where working and learning from home became the "new normal," and in-person communication was replaced by virtual meetings. In short, 2020 was a very memorable year that tested our resolve, patience, and courage.
Leaving Money to Your Kids? Consider These Inheritance Tips
Talking to family members about estate planning and legacies can be uncomfortable. These discussions, however, are an important way to share your choices with your children and prepare them for their financial futures.
Quarterly Market Review: July- September 2020
July kicked off the third quarter with a bang as stocks surged throughout much of the month. Investors were encouraged by solid employment growth, a rise in personal income and consumer spending, a surge in the housing sector, and an increase in industrial production.
Election 2020: Political Uncertainty Creates Potential for Market Swings
There are clear differences between President Donald Trump and Former Vice President Joe Biden (and the political parties they represent) when it comes to tax policies, spending priorities, and overall economic strategies. For this reason, a shift in the balance of power could have wide-ranging implications for future policies and the financial prospects of individuals and businesses.