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  • Market Commentary

Market Commentary 10/06/2020

The Markets Last week, the third quarter of 2020 came to an end – and the fourth quarter delivered a doozy of an October surprise. …

What You Need to Know About Investing During an Election

Elections can move the market, but that doesn’t mean you should change your approach Like any big news event, U.S. presidential elections can cause ripples …

Preparing for Healthcare Costs in Retirement

For many Americans, navigating the maze of health insurance options—from employer-based plans to individual policies—can be dizzying. Much of that changes at 65. That’s when …

Market Commentary 09/29/2020

The Markets For four weeks, the U.S. stock market has sparked and sputtered like a campfire in light rain. Today, pandemic-driven demand is providing fuel …

Market Commentary 09/22/2020

The Markets Investors weren’t happy with central banks last week. After the Federal Open Market Committee (FOMC) meeting, Federal Reserve Chair Jerome Powell confirmed the …

Market Commentary 09/15/2020

The Markets Last week, the Nasdaq Composite Index set another record. So far, 2020 has been memorable for many reasons, not the least of which …

Market Commentary 09/09/2020

The Markets Stock markets in the United States retreated a bit last week. U.S. stocks have been trending higher for months. Last week, they gave …

6 Steps to Protecting Your Wealth During Divorce

A divorce is one of the most difficult transitions you can go through. When you add uncertainty about money, that transition can get even more …

Understanding Retirement Income Tax

When you retire, you’ll likely draw your income from several sources—such as retirement accounts, taxable investment accounts, and Social Security Benefits. Each of these sources …