Archive for Risk Management

What’s Causing the Negativity?

Welcome to the Monthly Economic Update, it’s December 5, 2018 as of writing this article and the markets are closed today. December 4th was an extremely poor day in the market. I want to talk today about all of the volatility that’s going on, what we think about it, and what it means to your […]

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Posted in: Blog, Retirement, Financial Planning, Investment Management, Market Commentary, Risk Management, Monthly Economic Update

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Is a Roth Conversion Right for Me?

Is a Roth Conversion Right for Me?

There is story after story about people who come into a bunch of money. Where problems can arise is when they don’t know what to do with it, they don’t understand the concept of money, and they don’t know how much they can safely spend. Simply put, there is no plan in place other than […]

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Posted in: Blog, Retirement, Financial Planning, Investment Management, Risk Management, Tax Planning, IRA, 401(k), FAQs

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Strong Economy & Interest Rate Effects

It’s October 3rd as of writing this, and we’re officially into Fall. It’s been a hot summer for the markets with most of the major indices trading at record highs, with a few exceptions. The economy continues to do extremely well with unemployment low and more job openings than unemployed people. Housing still remains extremely […]

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Posted in: Blog, Retirement, Financial Planning, Investment Management, Market Commentary, Risk Management, Monthly Economic Update, World Economy, Federal Reserve

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4 Questions to Ask About Long-Term Care

4 Questions to Ask About Long-Term Care

As you age, calculating the chances that you’ll need long-term care—and the associated costs—is incredibly important. More than half of people turning 65 will require long-term care during their lifetimes, and the costs may be much higher than you expect. In 1980, the U.S. had $30 billion in long-term care spending. By 2015, that figure […]

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Posted in: Blog, Retirement, Financial Planning, Risk Management, Insurance, Family

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Interest Rates & the Stock Market

Monthly Economic Update August 2018 Welcome to the Monthly Economic Update, as of writing this it is August 28, 2018 so the data we will be covering will be through August 27, 2018. We’ll go over what’s gone on in the last four or five weeks and what we anticipate is coming for the balance […]

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Posted in: Blog, Retirement, Financial Planning, Investment Management, Market Commentary, Risk Management, Monthly Economic Update, Federal Reserve

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What Happens to Debt When Someone Dies

What Happens to Debt When Someone Dies

When a loved one passes away, most heirs are concerned about what will happen to their outstanding debt. Is it forgiven? Does it come out of the estate? Are family members responsible? The answers to these questions, as with so many aspects of law, are complex but here is a basic look at what you, […]

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Posted in: Blog, Estate Planning, Financial Planning, Risk Management

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Navigating Toward Your Financial Independence Day

Navigating Toward Your Financial Independence Day

Navigating Toward Your Financial Independence Day In July 1776 our founding fathers declared independence from the British Empire, and earlier this week we celebrated that great feat with our family and friends over backyard barbecue and colorful explosions in the sky. Every American can agree on one thing, it’s pretty great to be free, but […]

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Posted in: Blog, Retirement, Estate Planning, Financial Planning, Investment Management, Risk Management, Social Security Planning, Tax Planning, Insurance, Family

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Why We Plan

Do you remember getting your first paycheck and how it felt? Regardless if it was $10, $100, or $1000, there’s a good chance that you felt like a millionaire, even if only for a few minutes. Did you spend it or did you save it? We’ve said it before and it bears repeating. The earlier […]

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Posted in: Blog, Retirement, Estate Planning, Financial Planning, Investment Management, Risk Management, Social Security Planning, Tax Planning

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What is Causing All of the Volatility?

Welcome to the Monthly Economic Update, it’s May 1st as of writing this article so welcome to spring! I want to do a few things today. I want to talk about what is causing all of the volatility so far this year, what happened in April, and then I’ll give my outlook for the balance […]

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Posted in: Blog, Retirement, Financial Planning, Investment Management, Market Commentary, Risk Management, Monthly Economic Update, Housing Market, Federal Reserve, Inflation

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Unexpectedly Alone

Unexpectedly Alone

When someone loses their spouse and finds themselves unexpectedly alone… not only is it heartbreaking, it can be financially devastating. As advisors, these kind of meetings are some of the most difficult to have with our clients and we are more than aware that money is the last thing you want to think about during […]

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Posted in: Blog, Retirement, Estate Planning, Financial Planning, Investment Management, Risk Management, Insurance

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