Economic Commentary – Coronavirus Truths
Coronavirus Truths Concern over the Coronavirus continues to hit financial markets. The decreases in the Dow Jones Industrial Average and the S&P 500 indexes are
March 9, 2020
Working With a Financial Planner
Working with a Financial Planner: It’s Not just Business, It’s Personal What do you picture when you think of financial planning? Spreadsheets? Graphs? Investment management
February 26, 2020
Understanding Your 401(k)
412 This BenchTalk is all about understanding your 401(k) plan. At its core, a 401(k) is a type of retirement savings plan that companies will
February 11, 2020
Best Financial Investments in 2020
What were the best financial investments in 2019? This is the question that many people ask in the hopes of finding that secret formula for
January 24, 2020
Can A Financial Advisor Really Help?
Can A Financial Advisor Help You? Can a financial advisor help you in a meaningful way? The short answer is yes but, we do in
December 4, 2019
How To Avoid Running Out of Money In Retirement
Avoid Running Out of Money In Retirement Life is full of things to worry about, and a recent survey showed that two-thirds of people are
November 14, 2019
How to Achieve Financial Security in 7 Straightforward Steps
How Do You Achieve Financial Security? The short answer is you need a solid financial plan to achieve financial security, which is true at any
October 30, 2019
How To Design Your Investment Portfolio
Long-term Bedrock Principles How do you successfully build and manage an investment portfolio to accomplish long-term goals? This is a critical question that too often
October 16, 2019
Can You DIY Your Finances?
Can you DIY your personal finances? By now, most of us are familiar with the term DIY or “do-it-yourself”. The idea behind DIY is essentially
October 3, 2019
How To Pay For College
Parents and students all across the country continue to wonder how they are going to pay for college. Over the last thirty years, the cost
September 30, 2019
