Quarterly Update

Stocks End Q2 With a Bang After the previous week’s post-Brexit selloff, stocks closed out last week with one of the best performances of 2016 as investors bought the dip. In the first half of the year, the S&P 500 was up 2.69%, the Dow was up 2.90%, the NASDAQ was down 3.29%, and the […]

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Choosing a Financial Advisor

Choosing a financial advisor may be one of the most important financial decisions that you will ever make. The person you decide to work with will be in a position to influence critical investment and planning decisions, and the quality of his or her advice could heavily influence your long-term financial success. Whether you are […]

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Growth: A Product of Planning and Sharing

  We all want the magic key to growth. From growing our personal wealth to business growth to national gross domestic product, Americans are obsessed with figuring out the perfect growth formula.   Unfortunately, the reality is there is no magic solution for any of these areas. Numerous factors interplay to contribute to growth, adding […]

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What Could Your Future Look Like?

How today’s societal trends are shaping tomorrow’s retirements   If your picture of the typical retirement consists of a retiree spending her days strolling the grounds of her pricey assisted living complex with her spouse of forty years, today’s picture of the modern retirement may surprise you.   While many seniors enjoy growing old with […]

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Indefatigable Solutions

  Some people put off looking into long-term care, either because they think it’s too far down the road or they may not need it altogether. Despite research showing people are living longer than ever, only 22 percent of respondents to a recent survey believed they would need long-term care in the future, while about […]

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Making the Most of Life After Work

  Most working folks go through the daily grind week after week, counting down the years to retirement.   But before you get too excited about walking away from your 9 to 5, consider the alternative lifestyle that comes with not going to work.   Whether your working years are winding down or already behind […]

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What Could Your Future Look Like?

How today’s societal trends are shaping tomorrow’s retirements   If your picture of the typical retirement consists of a retiree spending her days strolling the grounds of her pricey assisted living complex with her spouse of forty years, today’s picture of the modern retirement may surprise you.   While many seniors enjoy growing old with […]

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Finding Fulfillment in Part-Time Work

  Professional employees in their 50s and 60s are starting to think more strategically about retirement. Not just about how to pay for it, but how they’ll spend their time once they get there.   For some, that means they’d like to keep doing what they’re doing — just not quite so much of it. […]

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