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We help individuals and families pursue their ideal retirements.

Who Is Caring For Our Elderly?

August 12, 2019

The “elderly” portion of retirement is the phase that is past travel, golf, shopping, piggyback rides and puzzles on the floor with the grandkids. It can often consist of isolation,…

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2019 Midyear Outlook

August 6, 2019

Kiplinger recently noted that the U.S. stock market appeared more resilient than ever, having bounced back from a devastating end of 2018. Employment remains relatively steady, inflation flat and the…

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Tech Talk: Energy Innovation, Machine Learning and Artificial Intelligence

July 29, 2019

Technology is the largest single segment of the stock market — bigger than the industrial and financial sectors. It’s also an industry of constant innovation and unlimited potential, presenting enormous…

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Don’t Avoid Family Conversations About Money

July 22, 2019

One of the first discussions a young couple may have when starting a family is about affordability. How will they pay for child care? Will one spouse quit their job…

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Stock Market Roundup: What to Watch

July 12, 2019

Between 1926 and 2018, the S&P 500 experienced double-digit annual losses only 11 times. Not only did the market recover, but the index has never permanently lost ground in any…

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Tech Trends

June 10, 2019

There are different formulas for launching highly successful companies. First, create a product that solves a problem that no one knew they had — for instance, how online search engines…

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Retirement: Savings and Financial Health

June 4, 2019

As many baby boomers near retirement, some new facts are coming into focus. According to the latest Government Accountability Office (GAO) report on retirement security, 29 percent of households aged…

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We Had a Strong Q1 2019; What’s the Outlook for the Rest of the Year?

May 21, 2019

The first quarter of 2019 proved to be a strong one. The S&P 500 posted a 13.1% gain (the highest quarterly gain since 2009), the Dow Jones Industrial Average rose…

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Companies Creating Vertical Investing Opportunities, Others Investing in Communities

May 14, 2019

There is a new trend toward investing in American initiatives that aligns with the president’s focus on making the country great. Initiatives are cropping up to help create the potential…

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Bull Market Turns 10

May 6, 2019

March 9, 2019, marked the 10th anniversary of the current bull market, the longest-running in U.S. history. In that decade, the market more than quadrupled, and when you factor in…

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