Like the changing of the seasons /Good things, they come and then they go Going, Going, GoneLuke...
For Individuals
Mid-Year Market Commentary
Good Vibrations Brian Wilson and Mike Love (1966) When Brian Wilson, the genius behind the music of the Beach Boys, passed away in June there were numerous retrospectives about his many talents, including his ability to create musical orchestrations that produced so...
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Inclusive Financial Education for a Multilingual Workforce
Written by: Scott Hauptmann It’s already difficult to reach employees and educate them on the need to save for retirement, and the task is made harder when some employees speak a different language or grew up in a different culture. While there’s not a one size fits...
May 2022 – Market Commentary
April Recap and May Outlook COVID concerns took a definitive backseat as mask mandates on flights ended, and the concerns about the economy turned to how bad things will get. The concerns over the disruption of the ongoing war in Ukraine, 40+ year record inflation,...
Are Millennials Forced to Plan for Retirement Years Earlier Than Boomers?
Written by: Chris Jamail Millennials have been accused of being entitled, but what if the truth is that they’re paying closer attention to the future than their parents did? A recent study found that 36% of Millennials are planning for retirement (compared to 31% of...
April 2022 – Market Commentary
The first quarter through April 1, 2022 Wall Street dealt with several major issues in the first quarter of 2022. Investors had to evaluate the impact of rising inflation, higher interest rates, ongoing coronavirus concerns, and the Russia-Ukraine war. Each of the...
Why Financial Education Matters Today
Why Financial Education Matters Today April is National Financial Literacy Month - and we are suggesting some changes. Americans are in need of financial education and coaching, and the goal should be more than basic literacy, it should be financially empowering our...
5 Tips for a Burden-Free Tax Season
5 Tips for a Burden-Free Tax Season We know it’s coming—every year. For some of us, it’s a great thing. For others, not so much. Tax season can mean different things to different people. However, one thing is for sure, if you know you’re going to owe, you hold off on...
March 2022 – Market Commentary
Russia, Oil, Inflation, and Market Volatility The Russian invasion of Ukraine has drawn condemnation and punitive sanctions from the United States, Europe, and their allies. The humanitarian cost of war cannot be measured, and the long-term economic effects could take...
A Plan for Teachers: Get Your Finances Under Control
Once upon a time, educators across the spectrum, from kindergarten to university, retired with nice healthy pensions that afforded them a nice living similar to the one they had while working. Sadly, that fairytale has come to a halting end these days. Although most...
February 2022 – Market Commentary
Annual Market Review 2021 + Eye on the Year Ahead Stocks ended January lower as investors dealt with concerns over inflation, the prospects of rising interest rates, and the pace of global economic recovery. The start of fourth-quarter corporate earnings season in...
January 2022 – Market Commentary
Annual Market Review 2021 + Eye on the Year Ahead 2021 was a year of extreme change. January saw the inauguration of President Joe Biden, but not before protesters sieged the United States Capitol. Despite the initial tumult, the year began with hope that increased...