Blog
Showers or Sunshine?
April brings showers, baseball, and historically, the best month of the year for the S&P 500 Index (for the last 20 years).
Is a Recession Coming?
The yield curve is dominating the financial news. Richard explains its importance and the possible implications to the U.S. economy.
11 Things You Need to Know About the Yield Curve
Yield curve inversions can be a precursor to a recession. Should investors be concerned?
Happy Anniversary!
The yield curve is dominating the financial news. Richard explains its importance and the possible implications to the U.S. economy.
Is an Advisory Account Right for You?
Learn about our advisory account to help reduce fees and provide additional options.
Outlook 2019
Our stock market has been experiencing a tremendous run since the bottom of the 2008/2009 recession. In fact, the current economic expansion will celebrate a full decade this June and could surpass the longest expansion in history that took place between 1991 through 2001. What might be ahead?
Emergency Funds: How Much is Enough?
Bad things happen to the best of us, and instead of conveniently spacing themselves out, they almost always come in waves. The important thing is to have a financial life preserver, in the form of an emergency cash fund, at the ready.
Performing the Duties of an Executor
Can past election cycles provide a clue as to how the stock market might react to the mid-term elections? We analyze.
What a Difference a Month Makes
Did you see the headlines over the past few months? How should you respond? Richard shares his thoughts.
How to Avoid the 10% Early Withdrawal Penalty
How to Avoid the 10% Early Withdrawal Penalty Consider your options before you decide If you will be separating service from your company and are under age 59 ½, withdrawing money from your IRA account could expose you to a 10% penalty.