Market Update

Market Volatility Update: Extended bull markets have led to periods of decreased economic activity and often culminates in the form of a large-scale market correction. There has also been a considerable amount of volatility lately, a side effect of geo-political activities and the rise of computerized trading. The combination of these two can cause more […]

Gearing Up For Fall? Here’s Why Financial Planning Should Be A Priority

With the fun and relaxation that summer brings, you may have let your finances go to the wayside. Now that the dog days of summer are winding down, it may be in your best interest to revisit your long-term financial plan and make adjustments as necessary. The fall season presents the ideal time to touch […]

Busy Soaking Up the Sun? Use Your Summer Wisely and Organize Your Finances

Most people use the summer months as a time to relax and rejuvenate – often with the intention to forget about any financial burdens or stress from the year. However, in the midst of sunbathing, summer can be the ideal time to organize your finances and make sure you have a clear picture of your […]

Avoiding Unpleasant Surprises: Why You Need An Estate Plan

Many would agree that we live in a world of uncertainty – but why neglect critical financial choices that are in your full control? Creating an estate plan is one of the most important steps you can take to ensure that your property and possessions are distributed according to your wishes. In the process, you’ll […]

Spring Has Sprung, But Are Your Retirement Savings Growing?

The seasons may be changing, but have your retirement investments remained stagnant? Many people believe that by simply having retirement investments, they’ve already set themselves up for long-term success. Unfortunately, this is not the case. Successful retirement planning requires close attention to your financial growth and progress. If you don’t take the time to regularly […]

New Rules Affect Retirement Savings Advice

On April 6, 2016, the Department of Labor (DOL) issued new “conflict of interest” rules regarding financial advice as it relates to retirement plans and IRAs. The new DOL rules generally hold financial professionals to a fiduciary standard if they receive compensation for providing investment advice to retirement plan participants or IRA owners, which means […]