by Diane Olinger | Oct 9, 2019 | The OverView
The latest three month returns in the U.S. and international stock markets can be viewed with two very different attitudes. The first is that many indices (though not all) produced a loss for the quarter, and where there were gains, they tended to be very small. On...
by Diane Olinger | Sep 16, 2019 | The OverView
By: Nate Wilinski & Kirk Licata, CFP® Did you know that 20% of small businesses fail during their first year and only about half survive through their fifth year?1 Perhaps you’ve made it through a difficult start and have built a profitable business. Now it’s...
by Diane Olinger | Aug 21, 2019 | The OverView
Written by: Michael B. McKay & Sarah Clayton Deciding when to start taking Social Security can be an emotional decision for clients. After spending decades paying into the program, many people feel they need to see their money as soon as possible; yet, prevailing...
by Diane Olinger | Jul 17, 2019 | The OverView
How to make sense out of the recent market behavior? We experienced a painful decline in the last month of 2018 before the markets took a sharp (and unexpected) about-face and delivered the biggest one-quarter gain since the third quarter of 2009. The surprise...
by Diane Olinger | Jun 24, 2019 | The OverView
Written by: Kirk Licata, CFP® Having been raised in a family whose livelihood depended upon a small business, I know from personal experience the extent to which the successes or failures of such a business can become integrated into an individual or family’s...
