How healthy is your business? It's an important question, and in difficult times like these, it’s even more important to reassess. Whether its about growing your business, reviewing and training staff, reviewing your CPA, attorney, insurance agent(s), consultants...

Taking your financial inventory can be done by anyone at any time. It's the first step to getting your financial house in order, whatever life stage you're in. Check out this video to help get you started. Looking for help getting started, or looking for a second...

We’re here to help you determine and pursue your unique financial goals. Check out this video to see how we can work together to overcome your current financial challenges.

Target date funds have become a staple of 401k retirement plans, where they are often the default investment option for new employees. A target date fund is based on and named after the year that approximates when an investor plans to withdrawing the money for...

The order of your annual rates of return matter when you are starting to draw income from your retirement funds. Invest 2 minutes and see how two portfolios averaging 6% annual rates of return can have a end value difference of $150,000. Need second opinion on your...

We are continually reviewing the fund and investment options for our clients. In 401k plans, a common holding that people typically have are Target Date Funds (TDF).  The target date is the approximate date when investors plan to start withdrawing their money.​  TDFs...

It has been a crazy 2020 for the investment markets. When you thought you’d seen it all, the crude oil markets say… "Hold my beer…." On Monday April 20 th , there was a moment where you would’ve been paid to take a barrel of oil. The price of a barrel of oil ended up...

US stock market ( S&P 500 ) was up 3% last week and is up 11% for the quarter. Quite the recovery from the -20% of the first quarter! As is often the case, what the markets do today or tomorrow is anyone’s guess. What I can tell you is that short term news...

We know it's tough in these trying times of social distancing and self quarantine. Here's a few tips to help get you through it: -Stay up to date, but don't dwell on the news 24/7 -Make sure to practice self care. Exercise by walking around your house or apartment....

The investment markets had a roller-coaster ride last week.* The S&P 500 Index ended up 10.26% for the week. It was the greatest one-week increase since the 2008-09 recession. Late last Friday afternoon, President Trump signed the Coronavirus Aid, Relief and...