Oct 28, 2021 | Blogs, Market Updates
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...
Oct 27, 2021 | Blogs, Market Updates
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...
Jul 23, 2021 | Blogs, Market Updates
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...
Jun 25, 2021 | Blogs, Financial Planning, 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...
Jun 18, 2021 | Blogs, 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...
Jun 12, 2021 | Blogs, Market Updates, Tax Planning
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....
