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Weekly commentaries, market updates, videos, interesting articles and more.

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  • Weekly Commentary Letter 12.10.18

    We’re off to a slow start. December is usually the best month of the year for the stock market. It has been since 1950, according to Randall Forsyth of Barron’s, but not so far this year.1 Two issues made investors particularly uncomfortable last week which helped trigger a sell-off that pushed major U.S. stock indices lower. 1. Fading optimism about an easing of trade tensions with China. It looked like the relationship between the United States and China ...

    Posted at December 11, 2018 | By : | Categories : Weekly Market Commentaries | Comments Off on Weekly Commentary Letter 12.10.18
  • Six Questions to Help Couples Get on the Same Page

    Talking through some big decisions will help you and your partner get on the same page before retirement. It’s common for couples to have very different ideas about what retirement would be like – and the cost of providing those different lifestyles may vary significantly. For example, a career-oriented husband may be thinking he’d like to continue working in some capacity, ...

    Posted at June 13, 2016 | By : | Categories : Articles of Interest | Comments Off on Six Questions to Help Couples Get on the Same Page
  • Understanding Social Security Break-Even Points

    Deciding when to file for Social Security could make a large impact on your lifetime benefit. Longer life expectancies mean you will likely need Social Security income for a longer period of time. So it may make sense to take advantage of delaying rules that can grow your monthly benefit, while helping you accumulate more benefits over the course of your retirement. There are ...

    Posted at June 23, 2016 | By : | Categories : Articles of Interest | Comments Off on Understanding Social Security Break-Even Points
  • Generosity Within Limits

    Make the most of your giving nature with this quick tax refresher.           One of the great things about wealth is getting to share it with those you care about, during your lifetime or after. Current tax laws enable you to do just that quite generously. As a quick reminder, here are a few ways you can make the most of your ...

    Posted at June 23, 2016 | By : | Categories : Articles of Interest | Comments Off on Generosity Within Limits
  • Making Sense of Medicare Myths

    Take the time to learn the facts behind these common Medicare misconceptions. Retirement planning is complex, at best, but when you throw Medicare into the mix, it can get downright confusing. Many pre-retirees find the program hard to navigate without some guidance. Here are the facts about five common Medicare myths. Myth One: Medicare offers free healthcare. Fact: Not quite. ...

    Posted at October 13, 2016 | By : | Categories : Articles of Interest | Comments Off on Making Sense of Medicare Myths
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