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...
August 2019 Update: Tariffs and Market Movements

August 2019 Update: Tariffs and Market Movements

Anybody who reads the headlines knows by now that the markets plunged on Monday August 5th. The S&P 500 fell 2.98% and is down 5.83% over the past five days. In the bigger picture, this is a pretty modest drop for a market that was up 17% so far this year. Some...