2019 Year-End Investment Market Report

2019 Year-End Investment Market Report

We have just completed the final quarter, not only of the year but also the decade, so it’s as good a time as any to reflect on the market behavior for the past year and also for the past 10 years.  The short version is that we have experienced a bull market for...
Main Street vs Wall Street

Main Street vs Wall Street

The following article was written by Bob Veres, prominent author, publisher, and commentator in the financial advice industry.  In the article, Bob discusses some of the differences between a financial advisory relationship at a smaller planning office and a large...
Maximizing your Social Security benefits

Maximizing your Social Security benefits

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...