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What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along. 

Thursday, September 30, 2021

It just doesn't make sense to tell the CEO of a company to create and stick to a budget. High-earning tech workers, engineers, automotive executives face unique financial roadblocks. Beware of a lifestyle trap When what once was a...

Tuesday, September 28, 2021

When new clients ask us what the biggest threat to their retirement plan is, they are often surprised when we give them a list of answers. Most people are aware of common problems in retirement, like the potential dangers of outliving...

Wednesday, September 15, 2021

The COVID-19 pandemic, unemployment and lower salaries have intensified threats to retirement security across the board. But for women, these factors combined create a danger that is silently destroying their retirement dreams. We have...

Wednesday, September 15, 2021

In a quiet week of news, stocks moved lower amid simmering concerns over the Delta variant’s effect on the progress of economic reopening. The Dow Jones Industrial Average declined 2.15%, while the Standard & Poor’s 500...

Thursday, September 9, 2021

No matter how well-managed your investments are, trying to estimate the cost of a secure retirement can be a bit difficult. In other areas of your financial life, you may find yourself looking over the fence at your neighbors' yard to...

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Wednesday, September 8, 2021

Insight on 2021 Returns So Far and Financial Look Forward The stock market notched its 7th straight month of gains in August, and the Standard & Poor's 500 index has set 53 new highs so far in 2021.1 During August, stocks rallied as...

Tuesday, September 7, 2021

Trying to pinpoint how many years your retirement savings will last can be tricky. Retirees can use this questionnaire as an informal guide to see if their retirement is on track. Considering you may spend 30 years or more in...

Wednesday, September 1, 2021

No matter how well-managed your investments are, trying to estimate the cost of a secure retirement can be a bit difficult. In other areas of your financial life, you may find yourself looking over the fence at your neighbors' yard to...

Tuesday, August 31, 2021

The stock market powered to record levels last week amid talk of Fed tapering and a deceleration in new Delta variant cases. What Is Tapering? Tapering is the gradual slowing of the pace of the Federal Reserve’s large-scale...

Thursday, August 26, 2021

sdgsa WE full retirement age 1. Your Benefit Amount Depends on Your Retirement Age Your benefit amount varies depending on when you apply for benefits. You may file to claim benefits before your full retirement age. The earliest you...

Wednesday, August 25, 2021

Corporate executives have unique financial planning and retirement challenges.

Tuesday, August 10, 2021

"Will I outlive my retirement money?" That's one of the top fears of retirees. Rising inflation, market changes, and unexpected events can upend your retirement. But how do you know if you're on track? Here are 3 common signs that your...

Tuesday, August 10, 2021

When our parents retired, living to 75 amounted to a nice long life, and Social Security was often supplemented by a pension. The Social Security Administration (SSA) estimates that today’s average 65-year-old woman will live to...

Wednesday, August 4, 2021

How do you picture your future? Some see retirement as a time to start a new career. Others see it as a time to travel. Still others plan to spend more time with family and friends. With that in mind, here are some things to consider.

Tuesday, August 3, 2021

The stock market posted small losses last week despite a very strong showing by corporate America. The Dow Jones Industrial Average slipped 0.36%, while the Standard & Poor’s 500 lost 0.37%. The Nasdaq Composite index dropped 1...

Tuesday, July 27, 2021

Overcoming a COVID-related economic growth scare, stocks moved higher amid a week of strong corporate earnings reports. The Dow Jones Industrial Average rose 1.08%, while the Standard & Poor’s 500 gained 1.96%. The Nasdaq...

Thursday, July 22, 2021

Despite a good start to earnings season and some solid economic data, worries of slower second-half economic growth led to a pullback in stock prices last week. The Dow Jones Industrial Average fell 0.52%, while the Standard &...

Monday, July 12, 2021

Stocks managed small gains as investors wrestled with concerns over economic growth prospects and a rise in COVID-19 infections. The Dow Jones Industrial Average picked up 0.24%, while the Standard & Poor’s 500 gained 0.40%. The...

Tuesday, July 6, 2021

Strong employment reports and rising consumer confidence sent the stock market broadly higher last week. The Dow Jones Industrial Average rose 1.02%, while the Standard & Poor’s 500 picked up 1.67%. The Nasdaq Composite index...

Wednesday, June 30, 2021

Stocks reached new all-time highs last week as markets staged a strong rebound from the previous week’s declines. The Dow Jones Industrial Average rose 3.44%, while the Standard & Poor’s 500 picked up 2.74%. The Nasdaq...

Tuesday, June 22, 2021

Social Security plays an important role in your retirement strategy. But, don’t forget, the amount you’ll receive depends on the age at which you file. You can start claiming benefits as early as 62, but for each month you...

Tuesday, June 15, 2021

As our nation continues to recover from the effects of COVID-19, one economic trend has been capturing news attention as of late. Consumer prices are rising amidst economic recovery. Inflation On The Rise In April, the Consumer Price...

Tuesday, June 15, 2021

Stocks ended the week mixed as investors appeared to shrug off a hotter-than-expected inflation report. The Dow Jones Industrial Average slipped 0.80%, while the Standard & Poor’s 500 advanced 0.41%. The Nasdaq Composite index...

Tuesday, June 8, 2021

A strong, but not too strong, employment report sparked a rally on the final day of trading, propelling stocks to a modest gain for the week. The Dow Jones Industrial Average climbed by 0.66%, while the Standard & Poor’s 500...

Monday, June 7, 2021

The San Diego Padres signed infielder Fernando Tatis, Jr., to a 14-year, $340 million contract roughly one year after the Los Angeles Dodgers inked outfielder Mookie Betts to a 12-year, $365 million deal. That brings the total to 8...

Monday, June 7, 2021

Here are some little-known strategies women can use to maximize their social security benefits in retirement. Choose to Have Withholding Tax Taken Out, apply for Spousal Benefits or Social Security Survivor Benefits...

Friday, June 4, 2021

As our nation continues to recover from the effects of COVID-19, one economic trend has been capturing news attention as of late: inflation. While some experts argue that the rising inflation is transitory, there's no question that...

Friday, June 4, 2021

For most of us, our thoughts on finance are instilled in us at a young age. Our views on money and saving come from watching our parents handle their finances. The apple does not fall far from the money tree. For me, it was difficult...

Wednesday, June 2, 2021

Will your retirement dreams match your reality? That's perhaps the most critical question to ask people who are currently retired. Was your retirement what you expected, or was it something else? For more than 30 years, the Employee...

Tuesday, May 25, 2021

#Stock prices fluctuated amid #inflation concerns and bargain hunting, leaving stocks mixed for the week. While inflation has made headlines recently, it's expected to come back down once we get through reopening and the bottlenecks...

Wednesday, May 12, 2021

#Stocks closed mixed last week as signs of continued #economic recovery and upbeat earnings helped some sectors while the struggles persisted for high-growth companies. The Dow Jones Industrial Average gained 2.67%, while the Standard...

Wednesday, May 12, 2021

An Investment or a Currency? According to the U.S. Federal Trade Commission, cryptocurrency is a type of digital currency that generally only exists electronically.1 You can think of it like digital cash that is encrypted. Unlike the...

Tuesday, May 11, 2021

Retirement can seem like a faraway dream. It can be easy to daydream about what you'll be able to do when you don't have to work: relax on a beach, immerse yourself into a hobby, or play more golf. The truth is that the future isn't so...

Friday, May 7, 2021

Preparing for teh future and retirement can look a little different for women than it does for men, especially when children are involved. Although stereotypes are changing, women are still more likely to serve as caretakers than men...

Tuesday, May 4, 2021

#Stocks meandered around a flatline in a busy week of #corporate #earnings, ending the #trading week slightly lower. #investors The Dow Jones Industrial Average slid 0.50%, while the Standard & Poor’s 500 was flat (+0.02%). The...

Monday, April 26, 2021

Investors looking for "green shoots" to confirm that the economy is on the mend have seen plenty of examples in recent weeks. Retail sales rose 9.8% in March, the largest monthly gain since May 2020. It's important to remember that...

Tuesday, April 20, 2021

#Stocks reached record highs last week, riding the tailwind of post #pandemic improving #economic data and a strong start to the earnings season. Earnings, Economic Data The Dow Jones Industrial Average rose 1.18%, while the Standard...

Tuesday, April 20, 2021

What Forces Are Driving the Housing Market? Recently, you may have seen reports that a record-low number of homes are available for sale—roughly 1.03 million nationwide. If you compare that to the average number of homes for...

Wednesday, April 14, 2021

Major League Baseball Opening Day was April 1, but with COVID things still look a little different this year. let's take a look at their MLB team's economic impact. Every year, spring training divides the 30 MLB teams into two squads....

Tuesday, April 13, 2021

Since April is Financial Literacy Month, it's the perfect time to address a current issue. Online trading has become more risky due to the advent of Robinhood, Reddit, and other social media sites. How Online Trading Has Become More...

Tuesday, April 13, 2021

Strong economic data and a resurgent technology sector propelled #stocks to solid #gains last week. #tech stocks were key in the #market success. The Dow Jones Industrial Average advanced 1.95%, while the Standard & Poor’s 500...

Wednesday, April 7, 2021

President Joe Biden introduced the much-anticipated American Jobs Plan, which outlines an approach to spend roughly $2.2 trillion on the nation's infrastructure and other projects. As part of the legislative process, the Biden...

Tuesday, April 6, 2021

Good news for those watching the #stockmarket and #investing, #stocks closed out the week with an exclamation mark, with the S&P 500 Index closing above 4,000 for the first time.5 Overcoming a rocky start, stocks rallied into the...

Thursday, April 1, 2021

The economic turmoil caused by COVID-19 has forced many of us to reshape our future plans. It’s no wonder that many worry about their biggest goal: retirement. For better or worse, Coronavirus has changed our thoughts on how we will...

Tuesday, March 30, 2021

A rocky week with wide price swings led to mixed results for stocks last week, as investors grappled with anxieties over economic growth and weakness in technology and other high-growth stocks. The Dow Jones Industrial Average added 1...

Saturday, September 16, 2017

“If the current inflation rate is only 1.6%, why does my grocery bill seem like it’s 10% higher than last year?”Many of us ask ourselves that question, and it illustrates the importance of understanding how the...