Women and Wealth: Taking Charge of Your Finances
When it comes to financial planning, women are likely to face different challenges than men. For one, they earn less than men on average, and
March 16, 2021
How a Biden Administration May Affect the Markets
First off, this article has nothing to do with politics. It has everything to do with investing. On Saturday, November 7, major news outlets called
November 19, 2020
Preparing for the Election and it’s Aftermath
Pandemics and protests. Wildfires, market crashes, and a recession. If someone ever tries to tell the story of 2020 on film, it will take more
October 19, 2020
Elections & The Markets
It’s that time again! Every four years, Americans take a few minutes out of their day to choose the next President of the United States.
October 16, 2020
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
September 30, 2020
What You Need to Know About Investing During an Election
Like any big news event, U.S. presidential elections can cause ripples and even waves in the stock market. In November 2016, for example, Donald Trump’s
September 29, 2020
End-of-Summer Market Update
Speed bump, stop sign, or red light? That’s the question investors are asking. Let me explain. After cruising for the past five months, the markets
September 28, 2020
Who Will Be the Next President of the United States?
It’s probably no surprise that investors favor push and pull in Washington D.C. rather than one party writing and approving the laws, as the tension
September 25, 2020
Making Sense of the 2020 Oil Crash
How can something cost less than $0? That’s the question many people have been asking this week. It all started on Monday, April 20, when
April 29, 2020
Experience the Difference
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1 As reported by Financial Planning magazine, June 1996-2023 based on total revenue.
2 Cerulli Associates, 2019 U.S. RIA Marketplace Report
3 2019/2020 Kehrer Bielan TPM Survey. Based on financial institution market share.
