Category: Uncategorized
Understanding Long-Term Care
The important question: Are you prepared?
Addressing the potential threat of long-term care expenses may be one of…
A Retirement Fact Sheet
Some specifics about the “second act.”
Does your vision of retirement align with the facts? Here are…
Starting a Roth IRA for a Child or Grandchild
This early financial decision could prove profoundly positive over time.
Do you have a child or…
In this week’s recap: stocks rise, data shows economic growth slowing from the first quarter, and the stage is set for further U.S.-China trade…
Indecision Can Lead to No Decision
Investment inaction is played out in many ways, often silently, invisibly, and with potential consequence to an…
Nonna’s Wine Tasting Event!
A HUGE thank you to everyone who stopped by for some wine tasting and yummy food at Nonna’s Urban Eatery in Old…
In this month’s recap: Stocks, gold, and oil all surge, a door opens for U.S.-China trade talks to resume, and the Federal Reserve suddenly sounds…
For the first time in months, U.S. markets experienced little movement last week.[1] The Dow and NASDAQ did have their 5th week of gains in a row,…
U.S. markets were up again last week, as major domestic indexes posted their 4th weekly gains in a row.[1] In fact, the S&P 500 was no longer in…
After months of volatility, markets relaxed a bit last week. For the first time since October, the S&P 500 went 5 days without a 1% gain or…