Thank you for visiting! Please check back frequently as we post updates about the market, geopolitical issues and other timely/informative information. As always, if anything catches your attention and you would like to discuss further, please reach out! You can schedule a time to chat by clicking here!
Thursday, December 7, 2023
Solid gains for both stocks and bonds gave investors a November to remember. As financial markets continue to defy skeptics, I’m reminded of a quote from Warren Buffett’s long-time partner and one of the greatest investors...
Read More
Thursday, November 30, 2023
Medicare Open Enrollment is coming to a close, so if you are considering making a change to your plan, it's time to take action. Changes you make during 2023 open enrollment go into effect on January 1, 2024. Here are a few factors...
Read MoreThe Internal Revenue Service recently released updated income tax brackets, standard deduction, and retirement contribution limits for the 2024 tax year. While these taxes are not due for some time, it may benefit you to start...
Read More
Friday, June 23, 2023
The U.S. Department of Education has officially announced that student loan payments will resume in October, ending the three-year-long pause that was implemented due to the pandemic.Starting September 1, interest will begin accruing...
Read More
Monday, May 1, 2023
I wanted to take a moment to update you on the potential changes to Social Security benefits for 2024. As I'm sure you know, the Social Security Administration calculates annual cost-of-living adjustments (COLA) based on the Consumer...
Read More
Saturday, April 15, 2023
A recent survey reported that 68% of parents had made financial sacrifices to support their adult children. It's often a difficult decision that can stress relationships, impact retirement strategies, and harm overall financial...
Read More
Saturday, April 8, 2023
Recently, you may have seen reports that the so-called “depletion date” for Social Security was adjusted. This refers to the predicted date when the long-running program will no longer be able to pay full benefits.Barring...
Read More
Friday, March 31, 2023
With so much of our lives spent online, it’s sad to think of losing the important stuff. Pictures of your kids and grandkids; Personal items like cherished emails, texts, and voicemails from loved ones; Or the notes for that book...
Read More
Monday, March 13, 2023
Financial markets were shaken last week as Silicon Valley Bank (SVB), the California bank subsidiary of SVB Financial Group (SIVB), fell into FDIC receivership. SVB is the first FDIC-insured institution to fail since 2020 and the...
Read More
Monday, February 6, 2023
The stock market can provide some head-scratching moments, which is why I like Warren Buffet’s quote, “...don’t watch the market closely.”Stocks have been strong this year, and they rallied sharply before...
Read More
Friday, February 3, 2023
As the biggest sporting event of the year approaches, football fans all over the nation (including us) are gearing up for the Big Game on Sunday, February 12, at 6:30 PM ET.For many, Sunday means a day of tasty tailgating and...
Read More
Friday, January 6, 2023
Congress spent the final days of 2022 on new reforms designed to help Americans save more for retirement.You may hear the changes called SECURE Act 2.0, which is a follow-up to the Setting Every Community Up for Retirement Enhancement...
Read More
Tuesday, December 20, 2022
While you probably already found your notice in the mail, you may be curious about the COLA increase happening for Social Security recipients in the New Year. Starting in January, beneficiaries will see an 8.7% increase to help offset...
Read More
Outlook 2023 | Finding Balance | December 6, 2022LPL Research’s Outlook 2023: Finding Balance provides perspective on what’s been happening and what may lay ahead in the market, economy, and more. READ MORE The information...
Read More
Wednesday, November 23, 2022
The warmth of the holiday meal beckons. Thanksgiving is a time for gathering with loved ones and observing gratitude.So, as you gather around the table, look around and give thanks for the family and friends surrounding you. Give...
Read More
Monday, November 14, 2022
The midterm elections have come and gone, and although the results don’t appear as one-sided as many predicted, it seems one party will narrowly take control of the House, while the Senate may hinge on a Georgia runoff.It's...
Read More
Thursday, November 3, 2022
The Internal Revenue Service has released new limits for the coming year. After months of high inflation and financial uncertainty, some of these cost-of-living-based adjustments have reached near-record levels.Individual Retirement...
Read More
Wednesday, October 19, 2022
Stubborn doesn’t seem like a strong enough word, but that’s how Fed officials are describing inflation.Inflation's “stubbornness” has been on full display in recent weeks: First, the Producer Price Index (PPI)...
Read More
Tuesday, September 27, 2022
Wall Street is always searching for a hero to embrace or a villain to blame. And right now, Fed Chair Jerome Powell is the villain.After the September Fed meeting, Powell said interest rates may be heading higher for longer than...
Read More
Tuesday, September 13, 2022
If you’ve felt like stock prices were a little more volatile in 2022 than in recent years, your “spidey senses” are right on the money.The S&P 500 has posted 81 daily moves of at least 1% through August. Of those...
Read More
Thursday, September 8, 2022
September is Life Insurance Awareness Month. If you haven’t reviewed your insurance profile in a while, you may be surprised that what made sense in the past no longer fits your life.Here are some ways to quickly evaluate your...
Read More
Tuesday, September 6, 2022
The White House recently forgave up to $10,000 to student loan borrowers as part of a larger debt forgiveness program. There are still quite a few questions to be answered, but here are some key points to know.Pell vs. non-Pell: Loan...
Read More
Tuesday, August 30, 2022
We’re entering a tricky time of year: September and October have a reputation for bringing an extra measure of market volatility.Some of the stock market’s most challenging events have hit in September and October, and...
Read More
Friday, August 19, 2022
Have you heard? The Inflation Reduction Act was signed into law on Tuesday, August 16. While the $430 billion package includes many provisions, I thought I’d highlight three key areas where you may benefit the most.Tax credits...
Read More
Wednesday, August 10, 2022
Does waiting 30 days for a government report seem a bit unreasonable? After all, we live in a world of instant messages and real-time quotes. Why should we wait a whole month between updates on the Consumer Price Index to see what's...
Read More
Thursday, August 4, 2022
Last week was epic for market-watchers. A Federal Reserve (Fed) rate hike, a much-anticipated gross domestic product (GDP) report, and the busiest week of earnings season got most of the headlines. There was even a surprise out of...
Read More
Friday, July 1, 2022
It’s natural to think “defense” during a bearish market season. But why not mix in some “offense” with your defense? Here are three moves we can discuss together that may be helpful during the current...
Read More
Friday, June 24, 2022
At the risk of slowing economic growth, the Fed has driven short-term rates higher to rein in inflation. But it’s a tricky proposition.Raise rates too much, and you may trigger a recession. Don’t raise rates enough, and you...
Read More
Bear Market Question and Answer LPL Research discusses the bear market and the trends of the stock market after a bear market. READ MORE The information contained in this e-mail message is being transmitted to and is...
Read More
Thursday, June 2, 2022
As you might have heard, people are talking about a big bump in Social Security benefits next year.The Senior Citizens League says payments could rise by as much as 8.6 percent in 2023, compared to an increase of 5.9 percent in 2022....
Read More
Wednesday, December 8, 2021
Preparing for retirement just got a little more financial wiggle room. This week, the Internal Revenue Service (IRS) announced new contribution limits for 2022.
Read More
Thursday, March 26, 2020
Delivering the Support and the Financial Guidance You Need We know that these can be frightening times, but we want to assure you that one thing you don’t need to worry about is us supporting you through them. We are committed to...
Read More