Finance

Five Financial Aspects to Consider Before Going Back to School

Your kids or grandkids went back to school recently, so why not you? More and more women in the “Prime” years are saying “yes” to going back to school. If you are hesitant because you think you would be bucking conventional wisdom, be assured that you are not. The trends are supporting your notion, both…

Read More

Pensions

Pensions…..in its simplest version pensions are retirement accounts that an employer maintains to give you a fixed payout when you retire. If your company offers you a pension than you’re automatically enrolled in the plan, though in some instances you need to be on the job for a year before you are officially enrolled. Even…

Read More

May Economic Update

Investment Strategy & Market Update – May 2018 As our team has previously communicated, we believe one of the most important aspects to future economic and stock market performance will be determined by the health of the credit markets.  Lending conditions have been favorable for the past five years, allowing corporate borrowers and consumers to…

Read More

Spring Cleaning Lessons That Apply To Your Retirement Plan

Our collective ritual of “spring cleaning” often happens because we didn’t take care of chores during the winter, fall or maybe even last summer. Had we dusted more, discarded more, or been more selective in what we hoarded, we could skip spring cleaning and jump straight into the fun stuff that comes with more sunshine…

Read More

April Economic Update

Investment Strategy & Market Update – April 2018 Markets started the year off in positive territory, rising over 6% during the first three weeks of January 2018. Optimism surrounding tax cuts and solid corporate earnings growth fueled stock prices higher. It appeared as if the abnormally steady year of 2017 would continue right into 2018,…

Read More

7 Tips To Ease Your Pain Of Taxes

With memories (nightmares?) of the tax season fresh on your mind, now is the perfect time for strategies and actions to make it as painless as possible for you, your tax preparer and your bank account. 1. Assess Your Latest Effort Did you have all your records at your fingertips? Did you have to go…

Read More

Are You Committed To Your Loved Ones?

Most of us with grandchildren love spoiling them with gifts. I know I do. Unfortunately, the government puts limitations on how much we can give our children and grandchildren. The vast majority of people I meet for the first time have no idea that there are limitations as to how much you can gift to…

Read More

Are You Suffering From A Minor Case Of Amnesia?

By Erin Botsford, CFP, CRPC Coming from a Barron’s Top 100 Financial Advisor and not a medical doctor, this question may seem out of place, but stay with me. I can’t tell you how often I sit with someone at my conference room table and I think – oh no – it is happening again!…

Read More

Are Stocks About to Crash? Build Your “House of Security”

The major U.S. stock averages achieved record levels in the first few months after the election of Donald Trump. Predictably, those gains spurred the inevitable warnings that we are in a “bubble” and a huge crash is sure to follow. The internet, and probably your email inbox, are full of dire warnings predicting a big…

Read More