VIDEO: The Difference Between Term Life Insurance and Permanent Life Insurance When sitting down with clients to discuss their financial needs and goals, the discussion of life insurance often pops up. When I ask some basic followup questions, I find there’s a lot of misinformation out there. Let’s say you are considering purchasing life […]
VIDEO: Weekly Market Insight – Earnings Rise, Stocks Stumble   We just finished the busiest week of 1st quarter earnings season, and although many companies shared positive results, stock indexes experienced modest declines.[i] The S&P 500 lost 0.01%, the Dow dropped 0.62%, and the NASDAQ gave back 0.37%.[ii] International stocks in the MSCI EAFE decreased […]
VIDEO: Money Tips for Children and Grandchildren   Financial literacy in America is staggeringly low. The U.S. ranks 14th on a global scale of financial literacy, and 1 in 5 teenagers do not have basic financial skills.[i] Helping our younger loved ones to understand the responsibilities and skills behind their money has grown increasingly important. […]
VIDEO: Examining Earnings and Yields Stocks posted moderate gains last week, as the S&P 500 added 0.52%, the Dow increased 0.42%, and the NASDAQ rose 0.56%.[i] International stocks in the MSCI EAFE followed suit, gaining 0.41%.[ii] We received numerous new data updates last week, and most provided positive news for the economy. Retail sales, housing […]
VIDEO: Annuities in Retirement   As it stands today, many Americans are anxious about their money and retirement. One of The biggest concerns I hear is that many are worried about retiring with little money to live the lifestyle they want in retirement . I actually once read how people fear running out of money […]
Earnings Season Begins Market volatility continues. Stocks slid on Friday, April 13, but still held on to gains for the week.[i] The S&P 500 increased 1.99%, the Dow added 1.79%, and the NASDAQ was up 2.77%.[ii] International stocks in the MSCI EAFE also rose, gaining 1.45%.[iii] Similar to recent weeks, international events continued […]
Are You Prepared For Mental Decline? No one likes to think about cognitive decline in themselves or their loved ones. But, for many families, this is an incredibly important topic to address. In fact, 5.5 million Americans have Alzheimer’s disease, including 10% of people aged 65 and older. When they pass away, 1 in […]
Special Report: Quarterly Report Domestic stocks lost ground last week as trade war concerns continued to rattle investors. With these declines, the Dow officially moved back into correction territory.[i] For the week, the S&P 500 lost 1.43%, the Dow dipped 0.95%, and the NASDAQ dropped 2.11%.[ii] International stocks in the MSCI EAFE managed […]
Markets Increase Last Week Markets were closed on March 30 for Good Friday, but in the four days of trading, stocks recovered some of this year’s losses.[i] For the week, the S&P 500 added 2.09%, the Dow gained 2.67%, and the NASDAQ increased by 1.03%.[ii] International stocks in the MSCI EAFE grew 0.81%.[iii] Last week […]
One Pro and One Con for a Bucket Savings Strategy The “bucket” savings strategy has been gaining traction in recent years, but is it right for you? The idea is simple: have three “buckets” of money where you save – one for now, one for soon, and one for later. Assets are then allocated to […]
