Insights
Drawing on our deep industry knowledge, we assist clients with access to a wealth of insights and educational resources. Here, you can gain valuable perspectives on current market dynamics and explore our comprehensive retirement resources, offering a collection of financial planning, wealth management, and investment strategies.
Under the Big Top
Hi everybody, I hope you had a great summer. Today I’m going to talk about something that’s been in the news quite a bit and, to an extent, what is driving the financial markets right now. Yes, we know about the upcoming midterms, the geopolitical chaos and the worries about AI running wild. In the
Is the Price Right?
I shake my head at how strange this year has been, and we haven’t even reached the election or the year-end cold and flu season yet. In this brief video, I’m going to talk about the stock market and what I think has been priced in already and what hasn’t been priced in. After the
When to Accelerate Income with a Partial Roth IRA Conversion
The U.S. government has unleashed unprecedented fiscal and monetary stimulus as a response to the current economic situation. At some point, we will likely be paying this bill in the form of inflation or higher taxes. If you expect your marginal tax rate may increase in the future due to a general tax increase or
Navigating the Second Half of 2020
Many years from now, we’ll reminisce about the year 2020. With all that has happened this year, it’s hard to believe we’re still only in June. Let us briefly look at where we’ve come so far this year. January 3, 2020: China starts to regularly communicate with World Health Organization and relevant countries regarding the
Helping Organizations in Need
The effects of COVID-19 on our lives, families, friends, and financials cannot be understated. In 2020, we’ve collectively faced a situation unlike any experienced prior for decades if not generations. While we all long for advancements in science and medicine (along with a healthy dose of faith) to get things back on track, the current
Unprecedented?
Suffice it to say, 2020 has started off with plenty of challenges and we continue to have challenges. If I were to have told you back in February that you’d be wearing a face mask every time that you went to the grocery store, you would have thought I was losing it. If I were to
Non-Qualified Variable Annuities, Time for a Review
If you own a non-qualified variable annuity, a confluence of events has made it a worthwhile time to review your contract. A brief review of this type of account: A non-qualified variable annuity is typically setup by an individual who has already maximized contributions to other retirement accounts and is interested in saving in another
Spring 2020 Financial Newsletter
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CARES ACT – Information You Need to Know
The coronavirus pandemic has affected virtually every facet of American life and severely impacted the markets and economy. Congress and the federal government have acted to help individuals and businesses get through this difficult time. Most recently, President Trump signed the Coronavirus Aid, Relief, and Economic Security Act (CARES) Act on March 27, 2020. The
