Feb 1, 2022 | Blogs, Market Updates
A Review of the 4th Quarter of 2021 Markets delivered exceptional performance in a year that had a little bit of everything: politics, bubbles, meme stocks, inflation, runaway rallies, and sudden drops. Let’s take a look at how markets performed last...
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...
Oct 7, 2021 | Blogs, Financial Planning, Physicians/Dentist
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...
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...
