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The Silent Struggle: Why Baby Boomers Avoid Tough Conversations About Health and Wealth

Education Featured Financial Planning Lifestyle Money

In the wake of profound societal shifts, Baby Boomers—those born between 1946 and 1964—have often found themselves at a crossroads. While this generation has made remarkable strides in various aspects of life, one area where many still struggle .
  July 30, 2024 0

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Education Featured Stock Markets

Every month I sit down to write this newsletter with the hopes that you’ll find it interesting and timely and that it will make some difference in your life.  I try to resist making any predictions about where the market, economy, interest .
  May 15, 2023 0

Divorce + Emotions + Money Innocence

Education Featured Lifestyle Risk Management Stories

Financial assets can refer to many different types of accounts, investments, cash, cars, collectibles, real estate, and much more.  During a divorce, the individuals involved will often only discuss splitting everything 50-50.  .
  March 29, 2023 0

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

Divorce + Financial Planning

Education Featured Lifestyle Risk Management Stories

Authored by Lauren Mullee, Partner with Buncher Family Law. Reprinted with her permission. Lauren Mullee, partner with Buncher Family Law, recently met up with Keythe Ward-Aguilar Certified Financial Planner and founder of ProCore Advisors, in .
  July 18, 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
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