Blog
What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. We understand clients may be hesitant to ask questions or too busy to reach out, so check in here to get our views on current topics. Thanks for reading along!
Stock Market Questions
A lot of financial commentary these days is centered around the idea of “stay the course and stay optimistic!” While I don’t necessarily disagree with that mantra, I do feel being malleable and cognizant of variables...
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One Piece of the Social Security Puzzle
When clients near age 62, they often get excited about Social Security benefits and rightfully so. Given we spend the majority of our adult lives working and paying into the Social Security system, its wonderful to finally have the...
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Inheriting an IRA
When You Inherit an IRA When you lose a loved one, your first thoughts probably won’t be about what to do with their IRA. But if you’re a beneficiary, it is important to make wise decisions to help avoid excess taxes and...
Read MoreEconomic Recovery Tracker
Bloomberg News posted a wonderful article outlining the economic path this year, and I've attached the link below. Of particular interest is the interactive heat map of various economic data points within the article. Hovering over...
Read MoreThe most recent GDP number and what it means
July 30th gave us the first Gross Domestic Product ( GDP) reading for the second quarter of the year. It’s a vital statistic and basically measures the output of our economic engine here in the U.S. The data showed a whopping 32...
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Economic Recovery?
CNBC posted some great graphics on how economic activity has changed since February and March, so I'm sharing the nuts and bolts of the article below. I don't think its too surprising, but it does give us a broad overview of some...
Read MoreThe Big Picture
Many clients are inquiring about the stock market and specifically asking, “Is this the bottom?” While the answer to that question is largely unknown, we do have some data that illustrates the behavior of the stock market...
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