Stocks fell sharply this week as the world responds to the coronavirus (COVID-19). By the close of the U.S. market on Thursday, the S&P 500
The start of the year is the season for market updates. Financial advisors often host events for their clients during the winter months, providing presentations
On December 20th, 2019, the Setting Every Community Up for Retirement Enhancement (SECURE) Act became law. As the name implies, this law intends to make it easier for
Making a New Year’s resolution is the first step to creating better habits. But making a New Year’s resolution and keeping a New Year’s resolution are not always the
Clients frequently ask whether they should leave their assets in a trust. It depends. Of course, if your net worth exceeds $11 million, putting your
For many of us, benefits are the afterthought of our employment compensation. We get our paycheck, and our eyes go immediately to the dollar amount,
Are your finances ready for the end of the year? December brings many deadlines and lists; there are gifts to buy, holidays to plan, and
The increasing cost of higher education saddles many young adults with massive amounts of student debt. This student debt makes it harder to balance other
Jazz legend Miles Davis said it well when it comes to music and investing: “Time isn’t the main thing. It’s the only thing.” Time is
No financial plan is complete without an estate plan. Estate planning covers all aspects of your life, from creating your will to planning medical decisions.