Your Annual Financial To-Do List - 2017

Your Annual Financial To-Do List

Things you can do before & for 2017. What financial, business, or life priorities do you need to address for 2017? Now is a good time to think about the investing, saving,Read More…

Markets React to Trump Election Victory

Markets React to Trump Election Victory

Some major indices retreat after the Trump election news, but others advance.  News of Donald Trump’s election victory did not upend the equities markets. As word of his largely unexpected Electoral CollegeRead More…


Q3 Investment Committee Briefing — Advisor Insights

This is the first in a two-part blog of our Quarterly Investment Committee Briefing. So far this year, one of the big stories in global markets was the surprise Brexit vote inRead More…

Buying a home

How Much Home Can You Afford?

That depends on a number of factors. Check on them to see if you are ready to buy. Does buying a home make sense for you financially? It may or may not,Read More…

wells fargo scandal

The Wells Fargo Scandal

The bank’s fake accounts come to light. Since the start of this decade, Wells Fargo employees… …have created millions of fake bank and credit card accounts to meet their sales goals. While thoseRead More…

Gen X Retirement

Stat – Gen X Isn’t Saving Enough For Retirement

Gen X Isn’t Saving Enough For Retirement “The median amount of retirement savings reported by Gen Xers is $69,000 which won’t come anywhere close to funding an adequate retirement. More than halfRead More…