Long-Term Care has become a focal point for both pre-retirees and retirees alike as health care costs and longevity continue to rise, presenting a twofold threat to a sound retirement. To help prepare, below is a link to a presentation I had the pleasure of...
On March 11th, 2021, President Joe Biden signed the American Rescue Plan Act of 2021 into law, which will provide $1.9 trillion of economic stimulus in response to the continued effects of the COVID-19 pandemic. To help digest, below are some of the...
As we eagerly await the close of 2020, there are hardly enough fingers to count the bizarre and taxing events endured over the last 11 months. Whether a presidential election, stock market crash, stock market revival, political unrest, social unrest, hurricanes,...
Last night, as I read a bedtime story to my kids, I noticed within it a particularly grown-up lesson. It told the story of two large stones sitting on the side of a hill, perfectly content with their view of the valley below. One day a bird comes along, and the stones...
As of March 31st, 2020, the amount of money invested in cash reached an all-time high, registering $3.09 trillion, 88% higher than cash investments in 2008. It appears that investors are skittish on the financial markets and the economy – but at what cost? Aside...
Now here is something we hope you really like. In 2019, the SEC released a new set of standards called Regulation Best Interest. These standards, on a two-page document called a Form CRS (click here to see ours), require all investment management firms to provide...
