Blog
June Economic Update: Proceeding with Caution
Richard discusses current economic factors that are moving the markets.
The Collapse of SVB – In Simple Terms
Richard explains the collapse of SVB Bank in simple to understand terms.
A Message to Our Clients’ Friends and Families
Are you concerned about the the year ahead? Richard addresses the concerns of his clients’ friends and families.
Planning for 2023
Richard reviews 2022 and anticipates the year ahead
Exciting Changes Coming!
Pension Financial Group, LLC announces strategic partnership with New Edge Advisors.
Resolve During Uncertain Times
What can past geopolitical events teach us about today? Richard explains.
February 2022 Update
Recent volatility has some investors nervous. What’s next? Richard explains.
Announcing Our New Location
Pension Financial Group moves main office up the road a few miles to better accommodate clients.
COLA Lite
The Social Security Administration (SSA) announced a COLA adjustment for 2021 benefits. Why are many recipients disappointed?
What Pilots Can Teach Us About Investing
Amidst the constant flood of frightening news over the past several months, the US economy appears to be turning a major corner, and better times may be ahead.