Understanding the Election and Market Surprises

2022-08-01T15:29:41+00:00December 12, 2016|Investments|

As the end of 2016 grows closer, we have to say that this has certainly been an eventful year. A long presidential election campaign left many Americans feeling bruised and more divided than ever. And many people were surprised when Donald Trump emerged as the victor. Similar to Brexit’s unexpected win in June, election polling and conventional wisdom proved to be quite wrong once people actually voted. In fact, just 15 days before the election, [...]

How Elections May Affect the U.S. Economy

2016-10-20T14:20:12+00:00October 20, 2016|Blog, Investments|

The 2016 presidential election has been a roller coaster unlike any in recent memory. Amidst the drama, you might be wondering how the outcome will affect the economy and your financial future. You’re not alone. In a recent Bankrate poll, 61% of Americans said they think the election is the greatest threat to our economy over the next six months. That number is more than double the number of people concerned about terrorism, struggling overseas [...]

Balancing College and Retirement

2016-10-13T13:35:17+00:00October 13, 2016|Blog, Retirement|

Are you faced with the dilemma of saving for your own retirement while at the same time trying to put money away for a child’s college education? How do you pursue both goals? How do you determine which is more important or what path to take? If this hard choice sounds familiar, you’re not alone. Many Americans today struggle to balance their own financial future with preparing their children for success. As financial professionals, we [...]

What Just Happened?

2015-08-22T15:43:58+00:00August 22, 2015|Blog|

The market weakness we experienced this past week does not appear to be associated with any one event, but rather seems to be the result of a few factors. Uncertainty around the timing of Fed “lift-off” continues to give the markets concern; markets hate uncertainty, and this is a key area of confusion. The narrative around weaker growth in China, and emerging markets more broadly, has spilled over into commodity and currency markets, causing a [...]

How much do you need to retire?

2014-11-03T01:22:06+00:00November 3, 2014|Blog, Retirement|

Retirement Planning – Have you taken the steps to plan for retirement (and I don’t mean just contributing to your 401k)?  In other words, are you on-track to retire when you want?  And will you have enough money to make it through retirement?  You’d be surprised at how many people don’t really know the answers to those questions.  You may have an idea, but do you really feel confident about your answer?  For starters, a [...]

Financial Spring Cleaning: Steps To Take Now

2011-05-11T12:59:31+00:00May 11, 2011|Blog, General Financial Planning|

For those of you who filed on time, tax season is over and it’s time to get your financial house in order.  I have included a checklist below for 10 steps to take now to ensure that all of your policies are up to date, and records organized so that you’ll be protected in the event of an emergency. 1.  Three key items to make sure you own:  A fire-proof safe (Class 350), a shredder, [...]

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