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What’s on our mind? You can read about it in our blog. Whether it’s ideas from the investment services world or concepts from the financial industry, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.
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Where is Your Best Place to Retire?

The best place to retire in the United States is in dispute. There’s no formal debate, but a review of reliable publications showed surveys have …

Market Commentary 01/28/2020

The Markets  Markets hunkered down last week. News of the coronavirus outbreak in Wuhan, China unsettled investors around the world. The respiratory infection is related …

Market Commentary 01/22/2020

The Markets The new trade deals are here! The United States and China signed a preliminary trade deal last week. The next day, the United …

How to Make Your 2020 Resolutions Stick

Making a New Year’s resolution is the first step to creating better habits. But making a New Year’s resolution and keeping a New Year’s resolution are not always the …

Holiday Greeting – Hang On to Your Optimism!

In 2019, a Pew Research Center survey reported many Americans were pessimistic about the future. Their worries included the national debt, the gap between the rich and …

Market Commentary 01/15/2020

The Markets It was a nerve-wracking week. Iran fired 22 ballistic missiles at the Ain Al Asad air base near western Iraq and a second …

Market Commentary 01/07/2020

The Markets About face!  2019 was a remarkable year for investors with many asset classes delivering positive performance. Both the Standard & Poor’s 500 Index, …

LifeStyle Newsletter – Do You Know What Your Smartphone Can Do?

Since 2011, the number of Americans owning smartphones has increased from 35 percent to 81 percent, although there remains a significant digital divide, demographically. A Pew …

Retirement: You’ve Got This!

Not everyone is financially prepared for retirement. Earlier this year, the Employee Benefit Research Institute estimated almost 41 percent of American households will run short of money …