Despite a nice recovery day on Tuesday, it now appears that investment markets are in full panic mode, a result of the World Health Organization’s declaration that the Covid-19 virus is a global pandemic. Traders on Wall Street are selling at virtually any price which...

By: Jennifer Stewart,CFP® Watching headlines about stock market tumbles, temporary trading halts, and further spreading of the new coronavirus can create fear and even panic. More importantly, this news can distract us from more critical, and more personal, goals. At...

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 the...

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...

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:  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...

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...