Thank you to all of our clients who joined us for our fall client appreciation event at Peter’s Pumpkin patch! We enjoyed spending the day with those who joined us, so we wanted to share some fun pictures of the day.
About 10,000 Americans are retiring every day! Retirement is on the horizon and I know you’re anxiously awaiting that glorious chapter of your life. But are you really ready? Even if you’ve been saving in your retirement plans for years, there are still some things that you should do to make sure ...
Are you worried about what the election means for your finances? Wondering when the economy will recover? Hoping your finances are prepared? Tune in to our webinar to hear our fiduciary advisors discuss the answers to these questions. Daniel reviewed what occurred in the economy and the stock markets in 2020. Jaimee ...
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 Social Security won’t pay all the bills. Only 40% of ...
You may be asking yourself “Do I need a financial adviser?” or “Should I manage my own investments?” These are very common questions. When thinking about this, there are 5 main considerations to help you decide on. Do You Have Time To Devote to Financial Planning? The age old saying goes “Time is ...
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 has been very skeptical. At the time of this writing, ...
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. You are about to embark on a new journey. Some ...
The stock market’s 10-year bull run came to a screeching halt in early 2020 when fears of the impacts of COVID-19 emerged. Since March, there has been unprecedented volatility in the stock market. While this can be unsettling to anyone, especially investors nearing retirement or in retirement, our financial advisors have strategies for ...
It is a wise idea to interview different financial planners to see who may be the best fit for your needs and who supports your values and principles. Below are key topics you should discuss and what you should be looking for in a response. An interview checklist is also available in the link ...
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 are some things that you can do to prepare yourself ...