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When Markets Give you Lemons…

Confused baffled wife and shocked frustrated husband reading online news about stock market

When the financial markets get volatile, as they have lately, our resolve and patience get tested. You must ask yourself, “Am I glass half full or glass half empty” person? I’m a glass half full kind of guy, and as a financial planner, I say look for the opportunities the […]

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10 Key Provisions of the SECURE Act

President Donald Trump signed this bipartisan bill into law on Dec. 19, 2019. The Act seeks to aid Americans’ ability to save for retirement. Although there are 29 provisions, LPL Financial has outlined some of the key highlights. As always, we are happy to talk with more about these new […]

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Plan Ahead to Ease Travel Headaches

With Mother’s Day approaching and summer on its way, we know families may be gearing up to travel. Worrying about what to pack, what kind of identification is required, and how much cash to bring are just a few potential stressors in planning a vacation. But, time away, if properly […]

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Helping to Care for Aging Parents

Many adults are finding that their aging parents are in need of health care assistance. Luckily, there are many options available today to help your parents grow old gracefully, either in their own home or in a facility, and several ways that you can finance the costs of the care. […]

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Market Outlook 2019

After nearly 10 years of witnessing the U.S. economy and stock market recover—and thrive—some investors are starting to wonder if we’ve seen all that this expansion and bull market have to offer. We believe there’s more room to run, thanks to strong corporate profits and continued fiscal stimulus in the […]

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The Connection Between Health and Wealth

While planning for retirement, our clients often ask us what steps they should take to ensure a secure and reliable financial future as they grow older. The answer is simple, be proactive about your well-being. Just like saving for retirement, you must actively make an investment in your body when […]

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Employee Spotlight: Todd Statton

What led you to pursue a career in financial planning?  My father played a big role in my interest in the stock market and ultimately helped me open my first trading account at the age of 14. As I grew and learned more about the industry, I pursued a career […]

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