2020 Market Year-End Review

2020 Market Year-End Review

2020 Year-End Market Review: A Year That Suprised EveryoneThere is a high probability that you feel a sense of relief with the conclusion of 2020 after the hardships and pain some have endured due to Covid-19. To say 2020 was an eventful year is an understatement....
How to Make the Most of Estate Planning

How to Make the Most of Estate Planning

Estate planning is one of the most commonly overlooked areas of financial planning. This month we will continue our discussion of estate planning techniques. If you have been following our blog postings, you may recall the distinction between Per Capita and Per...
Market Commentary – December 2020

Market Commentary – December 2020

How the Markets are Performing After the Presidential Election After two months in a row of losses for the S&P 500 and DOW in September and October, election day in November immediately created a nice relief rally that we participated in at TD Ameritrade (Source: ...
November 2020 – Stock Market Commentary

November 2020 – Stock Market Commentary

Coronavirus Anxiety Round Two For the second month in a row, the re-surging Coronavirus, anxiety about the presidential election, combined with a lack of new stimulus measures pushed the stock market lower towards the end of the month. In October, The S&P 500 was...
Beneficiaries & Estate Planning

Beneficiaries & Estate Planning

Estate Planning – Don’t Overlook it! If you have been following our recent blog postings, you may have noticed we have been focusing heavily on the investment management side of our business. However, comprehensive financial planning involves a wide...
When Should You Start Saving for Retirement?

When Should You Start Saving for Retirement?

When Should Retirement Saving Begin?  One of the most frequent questions our financial planners get is “When do I need to start saving for retirement?” followed closely by “How much should I be saving?” The simple answers are “Today” and “As much as you can afford...