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Why the Cash Couch Isn’t the Place to Settle

Why The Cash Couch Isn’t The Place To Settle

Two years ago, amid rising interest rates, trade wars, and concerns that the longest economic expansion in history had to come to an end sometime, market volatility made a comeback. At the time, many investors…

Why Own Long-Term Bonds in your Portfolio?

Long-Term Bonds

Selecting investments for your portfolio is a critical part of planning for your financial future.  So where do you start? Stocks? Bonds? Real Estate?  The truth is that it is different for everyone, however, there…

Having a Bias Can Affect Financial Decisions

Bias

Behavioral finance is the study of how people make financial decisions. We are all affected by different biases that impact our decision-making on a daily basis. It’s important to examine and raise awareness of a…

Understanding the Stimulus Package

The Senate and House of Representatives approved a $2 trillion stimulus package named the Coronavirus Aid, Relief, and Economic Security (CARES) Act in response to the COVID-19 crisis – the largest emergency package of its…

Medical Foreign Travel Insurance

Medical Foreign Travel Insurance

With the rapid rise in reported cases of coronavirus around the world, travelers are reconsidering their upcoming vacation plans.  For many, that could mean canceling trips while for others, it means looking into travel insurance. If…

SECURE Act – Revisiting Your Estate Plan

Secure Act Estate

The SECURE Act, which passed in December, made the most pronounced changes to retirement accounts in a long time. Those changes also have a ripple effect that has us revisiting our clients’ estate plans.  Under previous…

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