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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

What I’m Grateful For

Education Featured Lifestyle Uncategorized

By David Hicok, ChFC These monthly musings are usually reserved for financial topics; thoughts on the markets, how changes to the tax rates might affect us, things like that.  Today I want to talk about Gratitude.  Not just what I am .
  December 12, 2018 0

Many Women Are Becoming Smarter With Their Financial Future

Education Featured Lifestyle Risk Management Stories

– yet some continue to encounter struggles Women are controlling more of their individual wealth these days. However, there are still a few situations that many women do not think about, often derailing their financial future. I myself at one .
  October 24, 2018 0

Rising Rates Study and the Effect on Equities

Economy Featured Risk Management Stock Markets

by guest author:  Andrew L. Berkin Berkin begins his analysis of the historical evidence with a review of the theory of the relationship between bond yields and stock returns. He asks: Why might stocks go down when yields rise? Basic investment .
  October 10, 2018 1

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

Mid-Year Review of the Financial Markets (Video)

Economy Education Featured Stock Markets

Mid-Year Review of Financial Markets We are pleased to provide this 15 minute video on a Mid-Year Review of the Financial Markets from our colleague and friend, Charley Wright.  It includes a brief review of the investment performance of the ten .
  August 27, 2018 3
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