by rich | Mar 20, 2020 | Uncategorized
Suffice to say, these are unprecedented times with respect to the global pandemic. As difficult as it has been to digest, the market’s response is not without precedent. Markets have been digesting the dynamic plethora of information available and responding...
by rich | Mar 12, 2020 | Uncategorized
It’s been a tough few weeks. The coronavirus continues to dominate the headlines, and real or perceived concerns about a reduction in economic activity has added to market volatility. Understandably, people are nervous. It’s impossible to predict how many...
by rich | Sep 10, 2019 | Retirement Planning, Uncategorized
3 Things You Can Do Right Now to Better Prepare for Retirment 1.If your employer offers a retirement plan such as a 401(k), 403(b), SIMPLE IRA, etc, consider enrolling or increasing your contribution amount. If your employer offers a Roth option, consider your current...
by rich | Jul 22, 2019 | Uncategorized
What is Financial Planning? Financial planning is the process of pursuing your life goals through the proper management of your finances. Life goals can include buying a home, saving for your child’s education or planning for retirement. The Benefits of Financial...
by rich | Jul 18, 2019 | Uncategorized
Before the 4th of July holiday, all three major U.S. stock market indices closed at record highs, despite a slate of recent indicators that would suggest that the economy may be cooling down. As the present bear market has now officially been coronated as the longest...
by rich | Apr 9, 2019 | Uncategorized
You can find guides and advice on how to “Spring Clean” your house, but do you take the time to “Spring Clean” your finances? Here are 3 things to consider when looing over your finances: 1. Asset Allocation Does the portfolio construciton...
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