Most Recent Resource Articles
Incorporating Social Security Benefits with Retirement Planning
Determining when to take social security, as well as planning for your future benefit, is such an important part of retirement planning. For each couple or individual, the answer as [...]
Sailing with the Tides
Consider your financial plan like a long journey away at sea. You're sure to encounter rough weather conditions and unfamiliar destinations. But if you're prepared for challenges and meet each [...]
Q1 2018 Market Commentary
January got off to a fast start, with the DJIA, S&P 500 and NASDAQ leaping by 5.8%, 5.6% and 7.4%, respectively. Many market experts attributed that performance to a fantastic fourth-quarter [...]
True Wealth is Having Financial Well-Being
Creating financial well-being is simple, but that doesn’t mean it is easy. The hardest part of it is controlling our emotions. Financial well-being is about having the freedom to make [...]
Summary 2017 Tax Cuts and Jobs Act Changes
Most provisions are set to take effect in 2018, but many of those are also set to expire or sunset in 2025. Here's a summary of what it means for tax [...]
2017 Market Review
At the beginning of 2017, a common view among money managers and analysts was that the financial markets would not repeat their strong returns from 2016. Many cited the uncertain global economy, political turmoil in the US, implementation of Brexit, conflicts in the Middle East, North Korea’s weapons buildup, and other factors. The global equity markets defied their predictions, with major equity indices in the US, developed ex-US, and emerging markets posting strong returns for the year.
