Broker Check

Blog

Wednesday, November 14, 2018

The potential outcomes of the midterm elections have been dominating the news cycle lately, and we know from history that the markets typically do not like uncertainty. With the Democrats taking control of the House of Representatives,...

 

Wednesday, November 14, 2018

This question is being asked a lot following last week’s midterm election results, in which the Republicans held onto the Senate and the Democrats claimed control of the House. In one sense, these results may not matter for U.S....

 

Monday, November 12, 2018

Retirement plans established under Section 401(k) of the Internal Revenue Code, commonly referred to as "401(k) plans," have become one of the most popular types of employer-sponsored retirement plans. What is a 401(k) plan? A 401(k)...

 

Wednesday, November 7, 2018

The consensus was right. Although some votes are still rolling in, the Republicans have held onto their Senate majority (and they are tracking to add at least a couple seats to their majority), while the Democrats are poised to retake...

 

Tuesday, November 6, 2018

Massive computer hacks and data breaches are now common occurrences — an unfortunate consequence of living in a digital world. Once identity thieves have your information, they can use it to gain access to your bank and credit...

 

Show All

Tuesday, October 30, 2018

It’s been a rocky ride so far in October, but there is a silver lining. “Incredibly, the S&P 500 during a midterm year has never finished lower if you bought the October low and held till the end of the year,”...

 

Friday, October 26, 2018

After the S&P 500 Index’s least volatile third quarter since 1963, October has ushered in a wave of volatility: Daily moves in excess of 1% now feel like the norm. Here’s what you need to know about volatility: It tends to...

 

Monday, October 22, 2018

You know how important it is to plan for your retirement, but where do you begin? One of your first steps should be to estimate how much income you'll need to fund your retirement. That's not as easy as it sounds, because retirement...

 

Wednesday, October 17, 2018

After more than three months without a single 1% change (up or down) for the S&P 500 Index, volatility came back—and in a big way—this past week. This brings up an interesting question: What would happen if you could avoid...

 

Monday, October 15, 2018

Although most of us recognize the importance of sound retirement planning, few of us embrace the nitty-gritty work involved. With thousands of investment possibilities, complex rules governing retirement plans, and the unpredictable...

 

Thursday, October 11, 2018

Stocks just had their worst one-day drop since February, as a combination of higher bond yields, U.S./China tensions, nervousness over the upcoming midterm elections, six straight months of gains, and worries about peak margins this...

 

Monday, October 8, 2018

Throughout your career, retirement planning will likely be one of the most important components of your overall financial plan. Whether you have just graduated and taken your first job, are starting a family, are enjoying your peak...

 

Monday, October 1, 2018

Are you suddenly on your own or forced to assume greater responsibility for your financial future? Unsure about whether you're on the right track with your savings and investments?Finding yourself with new responsibilities, such as the...

 

Thursday, September 20, 2018

Approximately 66 million people today receive some form of Social Security benefits, including retirement, disability, survivor, and family benefits. (Source: Fast Facts & Figures About Social Security, 2017) Although most people...

 

Monday, September 3, 2018

Tip: Nearly 70% of workers expect to work for pay in retirement, but only 26% of retirees actually have done so. Source: 2018 Retirement Confidence Survey, EBRI Retirement can have many meanings. For some, it will be a time to travel...

 

Tuesday, August 21, 2018

You may have a very idealistic vision of retirement — doing all of the things that you never seem to have time to do now. But how do you pursue that vision? Social Security may be around when you retire, but the benefit that you...

 

Monday, August 6, 2018

Five Money Rules to Live By Evergreen principles for finding financial balance It’s not simply a matter of working harder; it’s much more about using your non-financial skills and talents in new ways to bring you prosperity...

 

Tuesday, July 31, 2018

9 FACTS ABOUT SOCIAL SECURITY Tip: How Much? Check your Social Security earnings and see an estimate of your benefits on the website, www.ssa.gov. Social Security’s been a fact of retirement life ever since it was established in...

 

Wednesday, July 18, 2018

The recently released LPL Research Midyear Outlook 2018: The Plot Thickens is filled with investment insights and market guidance to take us through the rest of the year. So far this year, the return of the business cycle has brought...

 

Monday, May 15, 2017

If college were a party, then student loans are the hangover. Unfortunately, the “hair of the dog” won't cure this headache, but here are some ideas for managing your student loan debt. The programs listed are not intended...