Blog

Knowledge is the critical first step for your financial future.

Let’s Talk About … the 401(k)

November 17, 2020

The 401(k) originally began as a company profit-sharing plan. Companies had been funding defined benefit pensions for years, but as their annual profits and stock prices experienced volatility, they looked…

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America’s Need for Better “Infloodstructure”

November 10, 2020

In February, Spirit Airlines decided to transfer a portion of its operations from Miramar, Florida, to Nashville, Tennessee. The key driver of this decision was recurring hurricane and tropical storm…

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Fixed Income vs. Stock Portfolio

November 4, 2020

Early this year, many stopped spending and began saving money. This wasn’t difficult as many areas of the economy were — and possibly still are — shut down. For some,…

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Is the Economy Slowly, Silently Sliding?

November 4, 2020

Prospects for stock market growth have remained resiliently and optimistically cheerful this year, despite the nine-month-long pandemic. Unfortunately, the time may be at hand for a stock market price correction…

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How Climate Change Could Affect the Economy

November 4, 2020

Some people believe that climate change is exacerbated by human intervention, while others argue that humans are not a factor. Regardless of what may or may not influence extreme weather…

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Preparing for Potential Pandemics

November 4, 2020

If you think the economic decline due to the pandemic has been difficult for you personally, the big picture numbers may be even worse. Analysts project that the total economic…

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Federal Legislative and Administrative Rules Update

November 4, 2020

If you received a stimulus check last spring to help cope with the financial effects of the COVID-19 virus on your household, there’s something you should know. Those funds are…

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RMD Considerations

February 11, 2020

With people living longer and benefiting from the long-running bull market, there are more factors to consider in taking required minimum distributions (RMDs) from retirement accounts. The traditional IRA, SEP…

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Financial Tips For 2020

February 5, 2020

The U.S. has enjoyed 10 years of a booming stock market and a growing economy. It’s too early to tell how 2020 will look, but there are some signs that…

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Assessing the Role of Government

February 5, 2020

Recently, President Trump bemoaned the inconveniences of low-flow toilets, showers, dishwashers and energy-efficient lightbulbs – all implemented in the wake of government regulation aimed toward conservation efforts.1 One issue in…

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