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Wednesday, August 19, 2020

Stock prices drifted higher in an otherwise quiet news week, as a slowdown in new COVID-19 cases outweighed a Congressional impasse on a new fiscal-spending measure.The Dow Jones Industrial Average gained 1.81%, while the Standard...

Thursday, August 6, 2020

Are you financially prepared for retirement? You’ve spent your working life saving for the time when you can leave your career behind and enjoy your family, pursue hobbies or simply relax on the beach. But are you financially...

Thursday, August 6, 2020

Bringing home a new baby? Are you financially prepared? Having a baby is an incredible experience, but it can also fill you with financial anxiety. No need to worry! Time is on your side. Developing a solid financial plan now...

Wednesday, July 22, 2020

Here’s a quick refresher: a correction is defined as a decline of 10% or greater from a recent high in the financial markets. Corrections can last anywhere from days to months, but few have lasted longer. Recently, we’ve...

Tuesday, July 21, 2020

I hope you and your family are healthy and safe and are enjoying the summer. Please know how much I care and am here for you/them during what continues to be a financially uncertain time for many.I’m reaching out today to...

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Tuesday, July 21, 2020

Stocks were mixed last week as investors reacted to positive economic data, progress on a COVID-19 vaccine, and the continued nationwide increase in COVID-19 cases.The Dow Jones Industrial Average gained 2.29%, while the Standard...

Friday, July 17, 2020

Recently, you may have heard that financial industry regulators established a new set of rules designed to guide investors who work with an investment professional. This new set of rules is called “Regulation Best...

Friday, July 17, 2020

Working Hard but Looking Forward to the Next Stage in Life? You’re at that age when you find yourself thinking more and more about retirement. It’s really not that far away. Your kids are planning their careers and...

Tuesday, June 9, 2020

The COVID-19 pandemic has shaken up nearly every aspect of American life. To say it’s been a difficult time would be an understatement. However, difficult times may open doors to new possibilities. Businesses are changing...

Tuesday, June 9, 2020

A positive jobs report sent stocks soaring last Friday, capping a solid week as evidence of a global economic recovery outweighed concerns over civil unrest and tensions with China.The Dow Jones Industrial Average jumped 6.81%, while...

Tuesday, June 2, 2020

The shortened week, which began with a powerful two-day rally of trading, was enough to drive the markets into another week of solid gains.The Dow Jones Industrial Average rose 3.75%, while the Standard & Poor’s 500 advanced...