All Posts By:

Bryan Ward, CFP®, CIMA®

In Bear Country Without Enough Toilet Paper

Economy Education Featured Stock Markets Stories

The pandemic is here, and we’ve found ourselves in bear country without enough toilet paper. When markets fall as rapidly as they have over the last few weeks and the country is going into lockdown, it’s reasonable to be worried about a .
  March 17, 2020 0

Spending in Retirement

Education Featured Lifestyle Risk Management Stories

When it comes to retirement and finances, there is no shortage of advice on why you should save or how you should save. You see the commercials on TV showing one tiny domino gradually becoming a massive tower, or friends and family members are .
  November 13, 2019 0

5 Reasons Why Renting May Be Right For You

Education Featured Lifestyle Risk Management Stories

Somewhere along the way the “American Dream” was to own a home. But, should it be? It has been somewhat of an ideology for generations that owning your home means that you have achieved a certain milestone in life. That status symbol of owning a .
  June 25, 2019 0

Paper Overload

Current Tax & Finance Education Featured Lifestyle

Is your garage or home filing system overflowing with bank statements and paid bills from ten years ago?  Are you unsure about what documents need to be retained and what can be tossed? Speaking of tossing, what documents can be tossed in .
  June 4, 2019 0

Will slower global growth mean a slowdown for the U.S.?

Economy Education Featured Stock Markets

Let’s break down some facts from this year… Despite better production for many countries during the first part of the year, consensus is that global growth is still seen to drop this year due to softer dynamics among developed economies. For the .
  May 29, 2019 0

Market Update Q2, 2019

Economy Education Featured Stock Markets

2019 is off to a good start. Believe it or not, in the first quarter the S&P 500 index increased in value 13.1%, which was the largest quarterly increase since Q3 2009 (+15.0%). However, you can look at it as recapturing the overblown .
  April 24, 2019 0

Investing in Self-Driving Taxis

Economy Featured Lifestyle Stock Markets

For decades people have obsessed over the self-driving car, which was once reserved as only science fiction on the big screen, has now come to be reality. There are already several autonomous vehicles driving on the roads today by the firms .
  April 22, 2019 0

9 Ways You Can Prepare Your Finances for 2019

Education Featured Lifestyle Risk Management

The holidays and vacations are over, the kids are back to school and we are all set to start our New Year resolutions.  If building wealth or maintaining financial security is on your list of resolutions, here are nine questions you can ask .
  January 17, 2019 0

The Final Stretch of 2018!

Economy Featured Stock Markets

As we head into the final quarter of the year, I feel this would be a good time to reflect back on 2018 and answer the question which is on everyone’s mind. When will the Bull Run be over? A few bright spots after a bright start. This year has .
  October 10, 2018 0
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