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Wealth Management

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

Navigating the “Money in Motion” Era

Featured Financial Planning Investments Risk Management

In today’s rapidly evolving financial landscape, characterized by technological advancements, global economic shifts, and changing consumer behaviors, the role of financial advisors has never been more crucial. We are living in what can .
  May 29, 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

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

A Change in Sentiment

Economy Featured Risk Management

As CNBC and other news stations reported calamity in the stock markets around the world last week, I felt this would be a good opportunity to discuss how we currently view the markets and the economy. And though stocks rebounded some today, .
  March 20, 2018 0

Ward Aguilar Financial Market Update June, 2017

Economy Stock Markets

Tell me about the Global Economy. Things were looking up last quarter. Especially for emerging markets as global demand was picking up. However, there are some uncertainties on the horizon that could become a bigger concern for the global .
  June 21, 2017 0