Blog
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.
Message from Richard: 2018 Wrap-up
It’s understandable how such a dramatic decline can deliver a blow to investor confidence and lead to reactions driven by fear and an instinct to protect ourselves from further losses.
7 Facts to Consider During Market Volatility
In spite of market volatility, we believe the fundamental backdrop supporting economic growth remains sound
Mid-Term Elections
Can past election cycles provide a clue as to how the stock market might react to the mid-term elections? We analyze.
Message from Richard: Market Volatility
Join me for the next few minutes as we explore current stock market volatility.
Estate Planning After a Second Marriage
Marrying again makes estate planning more involved. How do you provide for everyone you love? Should you provide for everyone you love? How do you arrange to transfer wealth in a way that won’t hurt the feelings of certain heirs?