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Blog2020-08-26T08:29:19-06:00

6 Steps That Put You on the Path to a Successful Retirement

October 8th, 2020|

Achieving your financial goals doesn’t just happen by itself. It takes a plan, implementing the plan, adhering to the plan, and when necessary, adjusting the plan. Simply put, failing to plan is planning to fail. Don’t plan to fail! Nearly everyone will receive Social Security, but ...

Why the Volatility in the Stock Market?

September 10th, 2020|

By Daniel Carnes   Investment analyst, financial adviser Warren Buffet has a saying, “predicting rain doesn’t count, building an ark does.” In the investing world we call this the Noah Rule. Since the 35% drop in the S&P 500 index in February/March of this year, our attitude towards the market fundamentals ...

Advice for College Students

September 10th, 2020|

Here is some advice that you may want to share with your college-bound kids/grandkids or those already in school. Or you can share with your friends/family who have kids in school. For most incoming students, the freshman year begins in late August or early September. ...

How Do I Prepare My Finances for the Unknown

August 26th, 2020|

2020 has been a year full of unexpected events (from COVID-19 to wildfires to international trade tensions to coin and toilet paper shortages) that have left many questioning what the future may hold. While unfortunately there's no crystal ball to see the future, there ...

Financial Planning Lessons from Covid-19

July 24th, 2020|

None of us expected an economic upheaval spawned by a health crisis as the year began. In the below lessons and takeaways from the Covid-19 crisis, you’ll probably recognize some of the themes from financial planning discussions with us. 1. Money at the end ...

Inflation…what is it good for?​

June 22nd, 2020|

By Associate Financial Adviser: Daniel Carnes​ Everyone remembers how much a gallon of gasoline cost when they were growing up. For most Baby Boomers it was less than 50 cents a gallon. This phenomenon of prices of goods and services risings over the years is due to inflation. However, ...

May 2020 Newsletter

May 19th, 2020|

Market Update Last week, the month of April came to a close (finally) with a 12.6% rise in the S&P 500 during the month. That makes it the best month since January of 1987! However, this rebound does not mean that we're out of the ...

Weathering the Storm

April 17th, 2020|

One of the hardest aspects of this crisis is this social distancing required between you, me, friends, neighbors, colleagues, even our families! I don't know about you, but the photos of people trying to visit their loved ones through hospital windows just tears at ...