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

Phil Albitz on the Steven Spierer Show, August 12, 2023

Artificial Intelligence

Hi Everybody. I hope you are enjoying the summertime and that it isn’t too hot wherever you’re at. I’m going to talk a little bit about AI – Artificial Intelligence – and one of my first experiences with AI. AI has been called the most transformative technology of our time. Maybe. The internet was pretty

Strategies for Higher Returns on Cash Reserves

Cash reserves are an important part of any sound financial plan, providing liquidity as well as being a safety net for emergencies or unforeseen expenses. Due to years of low interest rates, cash reserves have often been ignored as the trouble of setting up new accounts or managing a ladder of maturities for a minimal

Financial Considerations When Getting a Dog

Owning a dog can be an incredibly rewarding experience. Dogs provide unconditional love, companionship, and joy, but they also come with financial responsibilities that should not be underestimated. From the initial costs to the ongoing expenses, it is essential to be financially well-prepared to ensure your four-legged friend receives the care and attention they deserve.

Homeowners Insurance Woes

While the financial markets have been on the mend in 2023, the property and homeowners insurance markets have been facing very difficult times. In states like CA and FL where there have been repeated and widespread events like wildfires, hurricanes, and flooding, homeowners seeking to insure their property are being faced with a declining array

The Silent Generation: A Generation of Strength and Resilience (1928-1945)

In our recent Spring Newsletter, we highlighted the Baby Boomer, Gen X, Millennial, Gen Z, and Gen Alpha generations. We did this “Just So You Know” article to explain exactly what birth years are associated with the different generations. Somehow, we failed to mention the group of people who laid the foundation for the generations

TD Ameritrade and Charles Schwab Transition Timeline

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