Plan Sponsors Ask…
Thank you to everyone that have submitted questions the past few months. We have had some great ones thrown out and we hope these answers help. Do not be afraid to ask a question, someone else is probably wondering about the same thing. Q: Early in the pandemic, we...
Seven Age Milestones that will impact Your Retirement Planning
As you travel the savings road toward retirement and beyond, certain key dates will pop up. Some of these dates are critically important to your retirement planning efforts. Taking the right retirement planning steps as you reach each of the following age milestones...
Assessing Your Financial Health
Recent history has moved many of us to take another look at our finances, a smart thing to do in any economy. Maybe it’s been a while since you took your financial temperature, or maybe this is the first time you’ve considered it. Either way, the time is right to...
So, Should You Refinance?
Historically low mortgage rates are helping homeowners cut monthly payments or pay off loans faster. So, should you refinance? Let's look at your options. Many homeowners who’ve been monitoring the record drop in mortgage rates are likely to start thinking about...
How Much Impact Does the President Have on Stocks?
We are still getting a ton of questions about the Presidential election and which candidate might be best for the stock market. A lot of research has been done on this topic that we are allowed share, but in short, all reports reach the same conclusion. The stock...
The Behavior Gap
The first rule of investing is to “buy low, sell high.” However, when markets grow choppy, we tend not to buy more and will often sell. When markets are calm, we grow more confident in our portfolios. It’s at those times we’re likely to invest more. The fear and greed...