Broker Check

Blog

Thursday, April 23, 2020

When the unexpected happens, chaos can result. And right now, chaos and change seem to be a part of daily life for all of us due to the ever-evolving coronavirus pandemic. More than ever, preparation and having a plan of action in...

 

Thursday, March 26, 2020

Change is hard on everyone. And the changes that are happening daily due to the coronavirus pandemic, not to mention the roller-coaster ride our markets are on, are disrupting our lives, causing us to feel uncomfortable and worried...

 

Thursday, March 12, 2020

As global markets continue their roller coaster ride due to fears surrounding the coronavirus, our most recent bull market officially turned into a bear market. But what does that mean? And are we on the verge of another recession like...

 

Thursday, February 27, 2020

The financial markets took a big dip early this week over fears about the spreading coronavirus, erasing gains from earlier this year. After the Dow lost over 800 points on Tuesday, it was down a total of 1,900 points in two days....

 

Wednesday, February 12, 2020

When someone brings up the topic of retirement, the first thing that comes to our minds is usually money. It’s drilled into us that we need to save, save, save, and that we have to work tirelessly right up until our retirement...

 

Show All

Monday, January 6, 2020

After years and years of working and saving, the final countdown to retirement has begun. Days filled with sandy beaches, golf courses, or more time with family are just around the corner. Although this should fill you with excitement,...

 

Wednesday, December 11, 2019

By David Domian No one likes to think about the day when they’ll no longer be able to take care of themselves, especially during the celebrations and festivities of the holiday season. However, the hard truth is that 63% of...

 

Thursday, November 14, 2019

What comes to mind when you imagine something wiping out your retirement savings? A personal tragedy? A natural disaster? Maybe a recession? There’s no doubt that these events could significantly impact your portfolio, but they...

 

Friday, October 18, 2019

You hear a lot of complicated terms thrown around when it comes to finances, like imputed interest and implied volatility. It’s hard to know what Wall Street jargon you should attempt to understand to successfully manage your...

 

Thursday, September 5, 2019

What do you want to feel when you retire? A general sense of fulfillment from all your hard work? Excitement about finally reaching this pivotal milestone? Regret? That last one may not make your list, but unfortunately, 55% of...

 

Saturday, August 3, 2019

When you hear the word inheritance, the first thing that likely comes to mind is receiving a financial windfall from a deceased relative. But an inheritance isn’t just limited to money. Merriam-Webster defines inheritance as...

 

Monday, June 24, 2019

The Fourth of July is not only an ideal time to get together with family and friends, feast on a barbecued meal, and enjoy the fireworks, but also to remember the privilege we have to live in an independent country with plenty of...

 

Friday, June 14, 2019

There are many things in life you want to do well. You probably want to build a successful career, raise your kids to be responsible adults, and make a difference for those around you. You know that if you approach these things...

 

Friday, June 14, 2019

You’ve been contributing to Social Security your whole life, right back to your first official paycheck. Between you and your employers, you’ve doled out 12.4% of your annual income. By now, that’s become a...

 

Friday, May 10, 2019

By David Domian Many people experience a pivotal moment in their lives that redirects their path, clarifies their desires, and gives them a mission to guide them for the rest of their life. That might sound dramatic, but that’s...