Is “Everything gonna be alright”?Everything’s Gonna be Alright- David Lee Murphy and Kenny Chesney...
For Individuals
May Market Commentary
“Oh my mama told me there'll be days like this...”- Days Like This by Van Morrison (1995) There is an old saying, “in like a lion, out like a lamb.” It is usually associated with the variability of spring time weather but in the case of April’s investment markets, it...
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Investing Do’s and Don’ts
Investing Do's and Don'tsWith contributions from Harrison MacDonald If you’ve thought about investing but have no idea how to get started, you’re not alone. Investing isn’t something taught in our high school curriculum so by the time you’re a little older and earning...
August 2022 – Market Commentary
July Recap and August Outlook July saw the stock market fluctuate throughout the month but ended as the best rally since November 2020. What happened after the rout of the first half of 2022? Here are some ideas: It’s a bear market rally sparked by...
July 2022 – Market Commentary
June Recap and July Outlook After a barely positive May, June saw the bear market return across indices. We ended up with the worst first half performance since 1970. Stocks soured in June as a slowdown in consumer spending (personal consumption expenditures), which...
The Most Common Budgeting Mistakes
While it’s easy to envision a budget, it can be very difficult to actually stick to it and carry out your plan. Here are some of the most common mistakes you can make while budgeting, and tips for avoiding those mistakes! Mistake #1: Setting An Unrealistic Budget...
June 2022 – Market Commentary
May Recap and June Outlook May was a volatile month for Wall Street. Stocks began May where April ended, with losses. In fact, it wasn’t until the last week of May that stocks posted gains. Throughout the month, investors had to face the prospects of an economic...
Now that you’re at a new job, what should you do with your old 401(k)?
Now that you're at a new job, what should you do with your old 401(k)?There’s nothing like starting a new job with a new company. You’ve gone through three rounds of interviews, you had your references checked, and then you finally receive that job offer you were...
Three Equity Compensation Tips to Consider When Planning for Retirement
Equity compensation has become increasingly common – for good reason. If your early-stage company goes public, or gets acquired, that equity compensation can be a significant source or income now and as a retirement plan. Owning stock in a company that is already...
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...