It's been a rocky 2020 so far, and you can count on market swings to continue and likely challenge your patience as an investor. So what are you to do?
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It’s a new year and in spite of the recent turmoil in DC stocks ended 2020 with strong gains and a tailwind, continued into 2021 with stocks hitting new highs. Here’s 4 financial items to add to your New Years list. You may find adjustments are needed to keep your investments on track towards helping you accomplish your goals.
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The questionable health of the Social Security program is nothing new, but with the COVID pandemic the future of the program certainly remains in question. So what could this mean for those of you who haven’t filed yet or are expecting this income during retirement, well before you jump to change your social security strategy it’s likely that sticking with your original filing strategy is still the answer.
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Coronavirus has changed just about everything for just about everyone everywhere. Retiring is one of the biggest life changes most people will make, yet few plan for it properly. If you are retiring or thinking of retiring over the next 5 years here are 6 factors to consider and discuss as you plan for retirement.
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The stock market is flirting with new highs, but the uncertainty remains. When it comes to dealing with the uncertainty of the markets, COVID-19, and the upcoming election cycle how are you doing? Let’s briefly reflect on the past couple months, look ahead and check in with ourselves…
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As we enter Fall 2020, where will we go from here? When it comes to your finances how will you respond? Discover 3 steps you can take as we wait out COVID and enter the election season.
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Prior to COVID-19, you may have been thinking, or dare I say, planning your retirement. With Coronavirus dominating recent attention, our focus is drawn to the present and the thought of retirement may now be in the future. But let’s go back to that thought of retirement…
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Quick call out that despite the COVID-19 pandemic cyber criminals are not resting! We have seen a recent spike in cyber security incidents.
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When it comes to your investments, risk or the uncertainty of returns is the price that all investors pay for the potential of receiving higher returns…
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Can you find financial confidence among all this confusion? Our role as financial advisors is to guide our clients to financial stability and retirement security. None of us can control the virus, economy or the markets, but you can be confident and find a sense of contentment if you apply Biblical Principles relating to your finances.
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