Skip to content

Blog

Knowledge is the critical first step for your financial future.

Family Business Considerations

July 24, 2018

  Family businesses that manage to survive generation after generation leave not only a family legacy, but also the potential for tremendous wealth. For example, Arkansas-based Walmart is presently the largest business in the world in terms of revenue, earning more than $485 billion in 2017. In 1992, founder Sam Walton passed away and left…

Read More

The Psychology of Economics

July 17, 2018

  Countries with a longstanding track record of economic stability and security tend to have the happiest citizens, reports journalist Dan Buettner, who has studied what makes people happy. Education and health care are two primary reasons why, combining to create an upwardly mobile lifecycle.1 Mothers with higher education levels tend to have fewer children,…

Read More

Consider Having a Backup Plan

June 28, 2018

When looking ahead in anticipation of Social Security benefits, many people expect to wait until an average age of 66 to make a claim.1   However, Nationwide Retirement Institute’s fifth annual Social Security survey found many retirees start drawing Social Security at the earliest possible age of 622 — frequently the result of being laid…

Read More

Notes on U.S. Infrastructure

June 13, 2018

The American Society of Civil Engineers has given the U.S. an overall infrastructure grade of D+. Throughout the next decade, it will take more than $4.5 trillion to fix our aging infrastructure — including upgrades to roads, mass transit, wastewater treatment plants and the electrical grid.1 We’ve reached the mission-critical stage. One industry analyst observed,…

Read More

Music Plays Instrumental Role in Healing Ailments

June 6, 2018

Hearing a familiar song from a happy period in your life, such as childhood, can instantly make you feel joyful. It’s as if you’re right back there — toe tapping, head bopping and singing along. Just as with our sight, smell and taste senses, positive auditory memories can enhance mood and transport us back to…

Read More

Demographic Differences

May 30, 2018

Consider these questions for a moment: Have your outlook and attitude toward politics and culture changed over the years? Or are you the same as always? If you were a conservative young adult, do you hold the same beliefs today? If you were a rebel as a youngster, are you still? Or have you mellowed…

Read More

End-of-Life Issues

May 22, 2018

Before today’s modern medicine, people usually died of three things: injury, infections or some type of nutritional deficiency.1 Painkillers may have come in the form of herbal tea or some other applied root, so pain was a fact of life. Life expectancy was much shorter than today, and people often died suddenly or after a…

Read More

Ideas for Your Inner Entrepreneur

May 15, 2018

One of the perks of retirement is having the time to pursue new interests. If you’ve always dreamed of starting your own business, retirement could provide the perfect opportunity. It’s a good idea to get a financial checkup before you go full bore into entrepreneurship. We’re happy to help clients review their current retirement income…

Read More

A Look at How America Ranks

May 9, 2018

In his first year in office, President Trump has promoted his “America first” philosophy. This new focus, with its trade protectionism and tough stance on immigration, has somewhat changed the U.S. narrative on a world scale.1 Considering this new emphasis on America first, perhaps it’s worth looking at how the U.S. ranks on the world…

Read More

The Future of Medicare and Social Security

May 3, 2018

There is little doubt that Medicare and Social Security are important programs that help older Americans in retirement, particularly now that so many are living beyond previous life expectancy rates. In fact, past models for savings rates may be failing many older Americans, who represent the only demographic seeing significant increases in poverty rates in…

Read More