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November 21, 2018

Happy Thanksgiving!

By J. Scott Miller

 

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November 07, 2018

Midterm Elections

By Scott Miller, Jr.
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October 31, 2018

Happy Halloween!

By Alex LaRosa

Today is Halloween, but there is more to fear than monsters and ghosts. Here are three scary retirement numbers from The Motley Fool that are keeping Americans awake at night.

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October 24, 2018

Reduce the ups and downs of the stock market

By Alex LaRosa

 

If you are like other investors, you expect to see your investments grow over time. However, along this path to long-term growth, there will be turbulent times that could cause you to question your decisions:

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October 18, 2018

Midterm Madness

By James Behr Jr

Midterm Madness?

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October 11, 2018

October 11th Market Update

By James Behr Jr

If you watch the news or view your investment accounts daily, you will be aware that yesterday was a tough day for U.S. equity markets. All the major indices were in the red with the Nasdaq leading the way down 4.08% on the day. There are several[...]

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July 27, 2018

"Experts" are sometimes wrong about the markets...and everything else

By James Behr Jr

As we are now a little more than half-way through the year, we would like to highlight some of the differences in projections for the S&P 500 index that Wall Street strategists have made for 2018. These projections are often used by investors to[...]

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July 18, 2018

Charitable Donations: Consider Gifting Your RMD

By James Behr Jr

The Tax Cuts and Jobs Act of 2017 that passed through the Senate and House of Representatives this past December will have a wide range of effects on taxpayers. The new tax law is nearly doubling the standard deduction to $12,000 for single[...]

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June 28, 2018

Pre-Retirement Checklist

By James Behr Jr

Retirement is a huge step in life—one that we work most of our lives to reach. Planning for retirement and knowing how to ensure you’re ready for it are often difficult, but we have compiled a short pre-retirement checklist to help guide you[...]

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June 05, 2018

Starting Your First Job? 4 Steps to Getting Off on Right Path Financially

By James Behr Jr

So you’ve finally landed your first full time job? Congratulations on reaching a major milestone! What comes next? Here are a few steps that will help start you on the right path financially:

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