It is a wise idea to interview different financial planners to see who may be the best fit for your needs and who supports your values and principles. Below are key topics you should discuss and what you should be looking for in a response. ...

2020 has been a year full of unexpected events (from COVID-19 to wildfires to international trade tensions to coin and toilet paper shortages) that have left many questioning what the future may hold. While unfortunately there's no crystal ball to see the future, there are ...

None of us expected an economic upheaval spawned by a health crisis as the year began. In the below lessons and takeaways from the Covid-19 crisis, you’ll probably recognize some of the themes from financial planning discussions with us. 1. Money at the end ...

By Associate Financial Adviser: Daniel Carnes​ Everyone remembers how much a gallon of gasoline cost when they were growing up. For most Baby Boomers it was less than 50 cents a gallon. This phenomenon of prices of goods and services risings over the years is due to inflation. However, have ...

Market UpdateLast week, the month of April came to a close (finally) with a 12.6% rise in the S&P 500 during the month. That makes it the best month since January of 1987!However, this rebound does not mean that we're out of the woods yet. The ...

One of the hardest aspects of this crisis is this social distancing required between you, me, friends, neighbors, colleagues, even our families! I don't know about you, but the photos of people trying to visit their loved ones through hospital windows just tears at my ...