• Will You Be Prepared When the Market Cools Off?
    In Educational
    Markets have cycles, and at some point, the major indices will descend. We have seen a tremendous rally on Wall Street, nearly nine months long, with the S&P 500, Nasdaq Composite, and Dow Jones […]
  • Weekly Economic Update 6/19/2017
    In Economic Updates
    FED DELIVERS EXPECTED & UNEXPECTED NEWS As Wall Street anticipated, the Federal Reserve raised interest rates on June 14. The Federal Open Market Committee voted 8-1 to take the benchmark […]
  • Retirement Insights June 2017
    In Retirement Newsletter
    MONTHLY NEWS AND INFORMATION FOR CURRENT AND FUTURE RETIREES Can Your Life Insurance Policy Help You Out in Retirement? Under certain circumstances, it can play a crucial financial role. Besides a […]
  • The June Rate Hike
    In Market Updates
    The Federal Reserve takes the key interest rate north by another quarter point. On Wednesday morning, futures markets put the odds at 99.6% of a June interest rate increase by the Federal Reserve. […]
  • Having the Money Talk with Your Children
    In Educational
    How much financial knowledge do they have? Some young adults manage to acquire a fair amount of financial literacy. In the classroom or the workplace, they learn a great deal about financial […]
  • Weekly Market Update 6/12/2017
    In Economic Updates
    AN UPBEAT REPORT ON THE SERVICE SECTOR The Institute for Supply Management’s May non-manufacturing purchasing manager index displayed a reading of 56.9 last week, showing expansion in U.S. service […]
  • Monthly Economic Update June 2017
    In Economic Updates
    THE MONTH IN BRIEF May was another good month for stocks. The S&P 500 gained more than 1%, putting its YTD advance above 7.7%. While the housing market showed some spring weakness, hiring bounced […]
  • One Couple, Two Different Retirements?
    In Educational
    After many years together, some retired spouses may find their daily routines far apart. When you see online ads or TV commercials about retirement planning, do they ever show baby boomer couples […]
  • Weekly Economic Update 6/5/2017
    In Economic Updates
    JOB CREATION, JOBLESS RATE DOWN IN MAY A day after ADP’s employment change report estimated a hiring gain of 253,000 in May, the Department of Labor’s latest jobs report told a far different story. […]
  • An Estate Planning Checklist
    In Educational
    What to check (and double-check). Create a will if you do not yet have one. A valid will may save your heirs from some expensive headaches linked to probate and ambiguity. A solid will drafted with […]
  • The Basics for Estate Planning
    In Educational
    Things to check and double-check. Estate planning is a task that people tend to put off, as any discussion of “the end” tends to be off-putting. However, people without their financial affairs in […]
  • The Real Cost of College
    In Educational
    It may not be what you think.  How much will your family end up paying for college? Your household’s income may have less influence than you think – and some private colleges may be cheaper than […]
  • Weekly Economic Update 5/29/2017
    In Economic Updates
    CONSUMER SENTIMENT DECLINES JUST A BIT Ending May at a mark of 97.1, the University of Michigan’s consumer sentiment index fell 0.6 points from its preliminary reading for the month. Economists […]
  • Beware of Emotions Affecting Your Money Decisions
    In Educational
    Today’s impulsive moves could breed tomorrow’s regrets. When emotions and money intersect, the effects can be financially injurious. Emotions can cause us to overreact – or not act at all when we […]
  • Weekly Economic Update 5/22/2017
    In Economic Updates
    CONSTRUCTION ACTIVITY SLOWED IN APRIL Against expectations, both housing starts and building permits declined in the fourth month of the year. Newly released Census Bureau data shows a 2.5% retreat […]