February 2020 – Market Commentary

February 2020 – Market Commentary

  Reminder:  Tax Season is Here!  Wouldn’t it be nice to just have your financial advisor walk all of your investment paperwork down the hall to your tax preparer?  What if you didn’t even have to schedule a meeting and you had an option to handle it all through the...
2019 – Year-end Market Commentary

2019 – Year-end Market Commentary

Market Commentary Happy New Year! Now that 2019 has come to a close, it will certainly be viewed as a volatile year. We experienced everything from a government shutdown, China trade wars, GM’s labor union strike, and even a presidential impeachment. Overall, it was a...
November 2019 – Market Commentary

November 2019 – Market Commentary

Open Enrollment Just a reminder that open enrollment for health insurance is around the corner. For no cost, we can assist you with Medicare Supplemental, prescription drug plans, healthcare.gov with subsidies, Business health insurance, vision, and dental insurance....
October 2019 – Market Commentary

October 2019 – Market Commentary

Open Enrollment Just a reminder that open enrollment for health insurance is around the corner. For no cost, we can assist you with Medicare Supplemental, prescription drug plans, healthcare.gov with subsidies, Business health insurance, vision, and dental insurance....
August 2019 – Market Commentary

August 2019 – Market Commentary

Interest Rate Alert Interest rates are the lowest they’ve been in three years. If you have good credit you can get a 30-year mortgage for less than 4% and a 15-year mortgage for just over 3%. This is also a great opportunity to refinance a home mortgage or auto...
June 2019 – Market Commentary

June 2019 – Market Commentary

Interest Rate Alert Interest rates are the lowest they have been in over a year and a half. This may be a great opportunity to purchase or refinance your home or automobile. If you are curious if you could lower the payments on your home, car, or any other debt...