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January 7, 2019 — What Drove The Market Rally?

U.S. markets experienced more wild sessions last week before ending in positive territory as the recent turbulence continued. In fact, we are currently in the middle of some of the most volatile market performance in more than eight years.[1] For the week, the S&P...

Financial Advisors vs. Financial Planners

[vc_row][vc_column][vc_column_text]You may assume financial advisors and financial planners are one and the same, but that’s far from the truth. So, what’s the difference between financial advisors and financial planners and how do you know which one is right for you?...

5 Things no one tells you about retirement

[vc_row][vc_column][vc_single_image image="1435" img_size="large"][vc_column_text]When you dream about your retirement, what comes to mind? Do you envision yourself on the beach with a frozen cocktail in your hand? Or maybe you picture yourself jet setting around the...

December 17, 2018 — Why Did Markets Struggle Last Week?

Last week brought more volatility to the markets. While domestic indexes had some rallies as positive trade news emerged earlier in the week, by Friday, December 14, they had erased any gains. The last time major U.S. indexes ended in correction territory was March...

The Ultimate Retirement Guide for Women

[vc_row][vc_column][vc_single_image image="3353" img_size="large"][vc_column_text]Did you know 56% of women allow their husbands to make the key financial decisions in their household? This statistic suggests many women choose antiquated habits because of their lack...

December 10, 2018 — Examining Recent Volatility

Markets went for another wild ride last week, as major domestic indexes swung back and forth. By Friday, December 7, markets had posted their worst weekly performance since March - and the S&P 500 and Dow both moved into negative territory for 2018.[1] Overall,...

Episode 24 – How to Avoid Outliving Your Money

With the advancement of technology and medicine, we’re now living longer than ever. As you plan out your life, are you considering how long you might actually live? Most people aren’t considering their own longevity.
In this episode, Jim Black discusses …

December 3, 2018 — Fed Developments

U.S. markets ended a volatile month on a high note Friday. All three major indices posted impressive increases for the week, buoyed by news from the Fed Reserve and international trade.[1] The S&P 500 jumped 4.85%, and the NASDAQ finished up 5.64% - both gains are...


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