The Great Disconnect: The Markets & The Economy
THE GREAT DISCONNECT: THE MARKETS & THE ECONOMY Key Takeaways: • The recent stock market rally has left many investors scratching their heads on what is driving the rally in the mi...
Read MoreMay 2020 Monthly Newsletter
CORONAVIRUS: A VISUAL GUIDE TO THE ECONOMIC IMPACT Global shares take a hit. Big shifts in stock markets, where shares in companies are bought and sold, can affect the value of pensions or indi...
Read More7 FAQs About the 2020 Stimulus Checks
WEEKLY UPDATE – April, 2020 Greetings! Are you eligible for a stimulus check from the Treasury Department? As of Friday, April 24, the Internal Revenue Service said it had issued 88 milli...
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Keeping Calm During Market Volatility Key Takeaways: • The one certainty of investing is that your portfolio will experience volatility. • Volatility can often lead to irrational dec...
Read MoreMarch 2020 Monthly Newsletter
6 Ways The SECURE Act May Impact Your Retirement The new Setting Every Community Up For Retirement Enhancement (SECURE) Act, just signed by President Trump, is the broadest piece of retirement legisla...
Read MoreFebruary 2020 Monthly Newsletter
PLAN AHEAD TO EASE TRAVEL HEADACHES Waiting in a winding airport security checkpoint line is just one of many potential headaches today’s travelers experience. Worrying about what to pack, what kind...
Read MoreThe Educated Investor – April 2019
F E A T U R E D A R T I C L E Good Window of Opportunity for Roth IRA Conversions: The Roth IRA is a powerful tax-favored retirement option since it can offer a hedge against future tax-rate increas...
Read MoreFebruary 2018 Educated Investor Newsletter
The February 2018 Educated Investor Newsletter is Now Available! Click here to view the February 2018 Newsletter If you have signed up to get the newsletter to auto populate into your Const...
Read MoreJanuary 2018 Educated Investor Newsletter
The January 2018 Educated Investor Newsletter is Now Available! Click here to view the January 2018 Newsletter If you have signed up to get the newsletter to auto populate into your Constant...
Read MoreFebruary 2017
Is Long-Term Care Insurance a Good Idea? When deciding whether or not to buy long-term care insurance, consider the potential cost of care, the cost of insurance premiums, and the coverage provided. &...
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