Category: Uncategorized

What Monsters are Lurking in Your Portfolio?

It’s the scariest time of the year. Halloween is here. It’s time for trick-or-treaters, haunted houses, spooky home decorations, and more. This may be the scariest time of the year, but it only lasts a month. The truth is there could be gaps in your investment strategy that could come back to haunt you for […]

October 15, 2020 Uncategorized Tags: , ,

The Problem With Robo-Advisors

Technology has revolutionized every aspect of our lives, so it shouldn’t come as a surprise that tech-based investment platforms, known as robo-advisors, are becoming more popular. Robo-advisors were created in the aftermath of the 2008 financial crisis, as an alternative to traditional financial advisors and investment managers. This year, robo-advisor platforms crossed the $1 trillion […]

October 15, 2020 Uncategorized Tags: , , ,

COVID Economic Update: Fed Chairman Says Recovery Will Take Years

On Wednesday, September 16, Federal Reserve Chairman Jerome Powell offered his assessment of the economic recovery. The press conference offered some positive news, but also a sobering prediction that a full economic recovery will take years.1 The good news is that the Fed has cut its 2020 median unemployment rate projection to 7.6%, down from […]

October 1, 2020 Uncategorized

Take a look at the asset winners and losers in 2020

We’re halfway through 2020, and the year has already been a rollercoaster. We’ve seen a global pandemic, record unemployment and racial protests across the country. And let’s not forget, there’s a presidential election campaign season in full swing. Of course, the events of this year have rocked the financial markets. Between February 19 and March […]

July 22, 2020 Uncategorized

Is it time for an economic recovery?

The first half of 2020 has been a rollercoaster ride. The COVID-19 pandemic completely altered our way of life and threw the economy into a tailspin. Most states have started the reopening process, but there is still significant uncertainty about the long-term impact of coronavirus and how long the pandemic will continue. Federal Reserve Chairman […]

July 15, 2020 Uncategorized

Financial Moves to Consider in a “Down” Year

It’s hard to find good news in today’s economic environment. COVID-19 single-handedly brought an end to the longest bull market in history and ushered in record-setting unemployment. If you’re like millions of others in the country, you’ve lost income or possibly even your job. You also may have lost savings due to market volatility. Given […]

July 8, 2020 Uncategorized

Don’t Plan on Social Security Funding Your Retirement

It’s no secret that Social Security is an important piece of the income puzzle for retirees. In fact, for many retirees, it could be their only source of guaranteed* lifetime income. Your Social Security benefit may provide a lifetime safety net to help you cover retirement’s most challenging expenses. However, it’s important not to rely […]