What’s in a name? Rumor has it that the President had pushed to call the bill the “Cut, Cut, Cut Act”, but it was decided it would be called The... Read More
Understanding how to manage your financial resources is an essential life skill that is more important in today’s economy than ever before. The abundance of choices and the extension of... Read More
In the third quarter, continuing positive outlook for the global economy and better-than-expected corporate earnings were the catalysts that kept markets moving forward. Several key market indexes reached record highs... Read More
“The ability to simplify means to eliminate the unnecessary so that the necessary may speak.” ~ Hans Hofmann With the proliferation of consumer options, technology and information, the complexity of... Read More
Equity returns were positive around the globe in the second quarter with international developed and emerging markets stocks faring better than those in the U.S. Rising expectations for an acceleration... Read More
Many people think all financial planners are “certified’. However, this isn’t the case. While anyone may use the term “financial planner,” only those who have met certification and renewal requirements... Read More
A 529 plan is a tax-advantaged education savings vehicle operated by a state, state agency or educational institution that enables families to set aside funds for future college expenses. Authorized... Read More
Saving for retirement is not a priority for many Americans. Current financial opportunities often take precedence and result in delaying or reducing the amount people save for the future. With... Read More
Thankfully, 2017 started out on a far more positive note than the first quarter of 2016. Last year’s record-breaking poor first quarter performance seemed like a distant memory, as corporate... Read More
Spring is the perfect time to get a fresh start. While most of us think of spring cleaning for our house, it’s also an ideal time to apply the same... Read More
What’s the link between money and happiness? If you watch commercials or read advertisements, you may believe that happiness depends on having that next best thing to change your disposition... Read More
Behavioral science helps us understand what obstacles interfere with our ability to make sound decisions that align with our best interests and long-term goals. There are a number of learned... Read More
