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Blog
Labor Market Tumult
How are you feeling about work these days? Are you taking stock of your life and thinking about moving on? (You're not alone.) Are you a boss struggling to fill roles and retain your people? (You're in good company.) America is going through a pretty major...
The Financial Quarterly: 3rd Quarter 2021
A Review of the 3rd Quarter of 2021 Despite breaking multiple records, a rocky third quarter ended with a thud as concerns about inflation, political brawls, and viral variants weighed. 1 Let's take a look at how markets performed and what we might look...
5 Financial Planning Tips for New Physicians and Dentists
If you are a new physician or dentist, you may be overwhelmed by the number of financial decisions you need to make as you start your career. Physicians and dentists are unique as their income jumps significantly in a short period of time, and they are bombarded with...
The Financial Quarterly: 2nd Quarter 2021
A Review of the 2nd Quarter of 2021 The second quarter of 2021 had a little bit of everything: vaccines, inflation concerns, jobs recovery, and more. Let's take a look at how markets performed and what we might look forward to in the months to come. How Did Markets...
Understanding the Different Types of Retirement Plans.
Are You Ready For Retirement? As of 2020, more than 47.8 million U.S. Citizens (about 15% of the population) are 65-years-old or older. However, by the time Americans reach this crucial stage in their life, they have only saved on average 12% of what they will need to...
Understanding Financial Planning
Why Is Financial Planning Important? Americans, in general, are struggling with their finances. According to the NIRS (The National Institute on Retirement Security), 95% of millennials are not saving the recommended amount of money needed to secure their financial...
Dueling Infrastructure Bills & Higher Taxes: What You Need to Know
Are you tired of hearing about taxes? Me too. But here we are. Let's dive in. So, we've got dueling infrastructure bills, plus a big proposed budget with lots of spending (and higher taxes inside). That's a lot of expensive legislation on the table. What's going to...
$50 Burgers (Should We Worry About Inflation?)
How much inflation can the country afford before we’re in trouble? Let’s discuss. First, let’s get on the same page about some basics. If you’ve noticed the price of a thing increasing over time (say, your favorite candy bar or the cost of college tuition), that’s...
A Financial Planner Is Important Now
After a pandemic rattles the economy, professional advice can be crucial for investors. Investors must navigate a global pandemic that resulted in unemployment, market volatility and crushing economic losses.(GETTY IMAGES) On a cold day in Chicago in December 1969, 13...
Retirement Planning Tips in Your Mid-60s and Beyond
Follow these retirement planning tips—whether or not you're retired Retirement planning at any age can be challenging. Still, there are certain steps to take when you're in your mid-60s and beyond to make sure you're ready for those golden years. KEY TAKEAWAYS Many...
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