Weekly Newsletter Analyzing Data Amid Declines

Tuesday, November 20 2018

Analyzing Data Amid Declines November 20th, 2018 Markets experienced more volatility last week, as perspectives on trade, tech, and retail pulled investor sentiment back and forth. Although domestic indexes were up on Friday, November 16, they still posted losses for the week.[1] In all, the S&P 500 dropped 1.61%, the... [+] READ MORE

Your Financial Year’s End Checklist

Wednesday, November 14 2018

Your Financial Year’s End Checklist November and December are the two months of the year that it seems like we all hit the fast-forward button on. Family gatherings, grandiose holiday dinners, and general end-of-year tasks leave us with calendars packed to the brim. Amidst all the holiday hubbub you might... [+] READ MORE

The Hardest Part of Retirement

Wednesday, November 7 2018

The Hardest Part of Retirement? Being Retired. It might surprise you to learn that once one of our clients retires, they’ll usually call me up about a year or so later to tell me they’ve gotten another job. When I first got into this industry, this was a cause for... [+] READ MORE