Jan 20, 2021 | Coronavirus, Investing
Blog “Two Very Different Economic Stories” There are two economic stories that seem to be currently flying under the radar. With an inundation of news and media outlets it’s hard to believe anything would fly under the radar, but I certainly haven’t...
Jan 15, 2021 | Behavioral Finance, Investing, Retirement
Blog “Starting Children’s Retirement – Revisited” In August of last year, we wrote a post titled “Setting Your Children Up for Retirement” which you can find here. In this article, we wanted to dive in deeper to this concept of a Custodial...
Jan 8, 2021 | Behavioral Finance, Investing
Blog “Setting Financial Goals for 2021″ The thought of new year’s resolutions makes some people cringe. Imagine what our 2020 goals looked like in January of last year compared to what actually happened. While we may not have as crazy of a year in 2021,...
Dec 11, 2020 | Behavioral Finance, Investing
Blog “Reasons to be Optimistic about 2021″ I think everyone is ready to be done with 2020. Have there been silver linings and things to be grateful for in 2020? Yes! However, for many families, 2020 was filled with economic hardship, time without close...
Nov 20, 2020 | Behavioral Finance, Investing, Retirement
Blog “SECURE Act 2.0 – What it Means” In December 2019 Congress passed the Setting Every Community Up for Retirement Enhancement (SECURE) Act. This was a bi-partisan bill designed to help Americans’ in preparation for their retirement years. Some...
