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Making Smart Purchasing Decisions - The Shopping Quest

April 18, 2018

Tips to help make rational & informed decisions about your future purchases

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1st Quarter 2018 Review

April 16, 2018

The first quarter of 2018 is now in the history books. What will be remembered? What can we learn from this quarter? And what may lay ahead for the markets through the rest of this year?

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[Infographic] Keeping A Pulse on Your Family's Finances

April 11, 2018

Knowing where you stand financially will put you in a better position to address any potential trouble spots in your annual financial plan moving forward in addition to building a healthy habit for your kids.

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The Biggest Retirement Expense Not Enough People Are Accounting For

April 4, 2018

For many Americans, the most challenging aspect of retirement preparation is estimating unexpected costs. How does one begin to go about figuring out the unexpected?

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Time to Sell or Buying Opportunity?

April 3, 2018

After stock prices peaked on January 26th, the S&P 500 has dropped from its all-time high of 2,872.87 to 2,581.88 on April 2nd (as I write this email to you).This is a 10.13% drop from the high, but only a decline of 3.43% from where the S&P 500 began the year, at 2673.61.

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The Value of a Financial Advisor in 2018

March 29, 2018

Vanguard estimates that the value of using an advisor is around 3% additional net annual gains for the investor.

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