From our
perspective.
Written and video education from our team
6 things to improve your financial well-being in your 30s
Here’s a checklist for all you 30-somethings out there looking to improve your financial well-being today.
Market Outlook Mid-Year 2021
Last quarter we made thematic references to “Back to the Future,” thinking perhaps the world was peeking around the corner at a return to some type of normalcy. As we start the second half of 2021, if our time traveler last quarter was dropped from the future into the Eastern United States today, odds are this traveler might not have a clue a pandemic just ravished the world.
StreetSmarts: Navigating Social Security – 3 things to know
From full retirement age to the spousal benefit, here are the top things to understand about Social Security, brought to you by our Financial Planner, Billy Cooper, CFP®.
StreetSmarts: Protecting loved ones from elder fraud and abuse
The National Center of Aging estimates that 1 in 3 Americans aged over 70 have experienced some form of financial abuse in the past 5 years and the financial impact of that abuse is estimated to be over $36 billion.
Market Outlook: Spring 2021
Spring has sprung—weather-wise, spirit-wise, and market-wise. After a more than year-long pandemic, the markets are wanting to get Back to the Future.
StreetSmarts: Should I pay off my mortgage?
This challenging (and emotional) question is being tackled in today’s video by Greg Farrell, Vice President, Senior Portfolio Manager.
StreetSmarts: Transfer on Death Beneficiaries
In today’s video, learn about the importance of having a transfer on death beneficiary on your IRA.
Market Outlook Winter 2021
On our minds is the power of the human spirit to endure and adapt. Be it pandemic, or political, the human spirit absorbs, processes, understands, and helps us form perspective. Perspective will be our theme.
This past year was not for the faint of heart. Lives were changed, and sadly, lives were lost. We will forever remember 2020, as will the history books.
StreetSmarts: Demystifying College Savings Vehicles
Perhaps you’re well aware of how important it is to save for college for your children, but you’re feeling a bit daunted by the various options out there… beyond just putting money under your mattress, or letting it build in a savings account. Then today’s StreetSmarts episode is for you.