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January 21, 2019 — What Is Driving The Rally?

U.S. markets were up again last week, as major domestic indexes posted their 4th weekly gains in a row.[1] In fact, the S&P 500 was no longer in correction territory at Friday's close - and was in the middle of its best yearly start since 1987.[2] For the week,...

January 14, 2019 — What Drove Last Week’s Gains?

After months of volatility, markets relaxed a bit last week. For the first time since October, the S&P 500 went 5 days without a 1% gain or loss.[1] The Cboe Volatility Index, or VIX, also fell to lower than 20 - in December, it spiked above 35.[2] For the week,...

7 Ways Your Financial Planner Pays for Themselves

[vc_row][vc_column][vc_single_image image="177" img_size="large"][vc_column_text]Isn’t it funny how we will spend money on the most frivolous things, yet when it comes to spending money on things to improve our well-being, we run in the opposite direction? From eating...

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,...

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