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: ...
Stock Market Commentary – November 2020

Stock Market Commentary – November 2020

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...