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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The Financial Planning Jigsaw Puzzle
You sit down with a financial advisor, they ask a few questions and they recommend your investment plan should be 60% stock and 40% bonds. That mix of assets has been recommended for decades and for some it may be the right strategy. Our view of financial planning is...
FinPath as a Beacon in Uncertain Times
Unless you’ve been on a deserted island or are returning from an interstellar voyage in space, you know COVID19 has wreaked havoc on every aspect of normal life across the globe. Many have lost their job, have watched helplessly as friends and loved ones have fallen...
4 steps to help you create a budget so you can build savings and retire with confidence
Written by Doug White. You need a budget if you... Wonder where all your money went each month. Have goals for savings but you don’t think you have any money to save. Haven’t started putting anything away towards retirement or other long term goals. Have debt that...
History Tells Us the Financial Sun Will Shine Again
Written by Mark Essenfeld, CFP®. When I was quite young, the next-door neighbors were Mr. & Mrs. Hansen. I didn’t know their first names as kids addressed adults Mr. & Mrs. at that time. It seemed to me that Mr. & Mrs. Hansen were really old, probably...
Writing an Impactful Financial Plan Can Increase Your Success by 42%
A good financial plan addresses a number of financial aspects: goals, savings, investments, taxes, insurance, and estate plans. Your financial plan will be a snapshot in time that predicts your retirement savings and income based on your current behaviors. At the end...
5 Tools For Children on Financial Habits: Written by a Father of Three
Following the recommendations of our elected and government officials to stay home and stay safe has provided the opportunity for many of us to spend more time with family. Whether it is going on walks, playing board games, watching movies, or simply just enjoying...
![[Video] Buying into a bear market](https://tcgservices.com/wp-content/uploads/2020/04/buying-into-a-bear-market-tcg-400x250.jpg)
[Video] Buying into a bear market
Listen to our very own Dennis Bielik, CFA®, CFP®, FRM and John Fowler, CFP® discuss opportunistic buying strategies during the current bear market with stocks and puts. Check out how this works with a popular stock like Apple. Financial assistance is available!...
Holistic Wellness: Don’t let financial stress get the best of you
In volatile times like these, individuals like yourself experience the value of having a financial plan in place designed to meet financial goals through any market condition. Allowing you to focus less on financial stress and more on what matters most: a happy and...
The Coronavirus Shopping Frenzy Is Proof That Emergency Savings Are a Must
A healthy emergency fund is an important barometer of good financial health. Having three to six months of monthly expenses saved increases the likelihood that you and your family will be able to handle an unforeseen expense, medical emergency, or change in employment...
CARES Act 2020: What You Must Know About Retirement Plans
As the COVID-19 pandemic continues to evolve, we remain committed on providing our clients the highest level of service. You may be aware that Congress has passed the Coronavirus, Aid, Relief and Economic Security (CARES) Act with provisions to positively impact...