Why Having a Financial Professional Matters

A good professional provides important guidance and insight through the years.   What kind of role can a financial professional play for an investor? The answer: a very important one. While the value of such

Pullbacks, Corrections, and Bear Markets

What’s the difference? What do these terms mean for you? The COVID-19 outbreak has put tremendous pressure on stock prices, prompting some investors to blindly and indiscriminately sell positions at a time when the entire

Key Provisions of the CARES Act

Distributions can be waived in 2020 for Inherited Accounts, 401(k)s, and IRAs. Recently, the $2 trillion “Coronavirus Aid, Relief, and Economic Security” (“CARES”) Act was signed into law. The CARES Act is designed to help

Market Concerns: Your Questions, Answered

Often, God shows the “experts” just how little they know and how poor they are at predicting the future.  Last fall, everyone was concerned about a potential recession. Since then, fears had calmed down and

Annual Financial To-Do List

Things you can do for your future as the year unfolds. What financial, business, or life priorities do you need to address for the coming year? Now is a good time to think about the

Reducing the Risk of Outliving Your Money

What steps might help you sustain and grow your retirement savings? “What is your greatest retirement fear?” If you ask any group of retirees and pre-retirees this question, “outliving my money” will likely be one