08/24/2018
You're not the only one wondering if it will still be a dependable source of income.
How Secure is Social Security?
Regardless of its status, you'll still share a major responsibility in "securing" a retirement that aligns with your goals.
08/18/2018
In this update, we review last week's market performance and take a look at what the week ahead could hold.
Weekly Market Update
Check out our update!
07/17/2018
The recent rise in interest rates may provide you with an opportunity.
Put Your Excess Cash to Work for You
Give me a call, so we can incorporate any excess cash into your entire financial strategy.
03/08/2018
5 reasons we believe there will be continued growth
How Long Will This Economic Expansion Last?
Is your portfolio prepared?
11/16/2017
Initial public offerings can attract a lot of interest. What should you know before investing in an IPO?
IPOs: Are They Worth the Hype?
Initial public offerings, or IPOs, tend to attract a lot of investor interest. However, that excitement isn’t always matched by investment returns. Senior Analyst Josh Olson talks about what you should know before investing in an IPO.
10/23/2017
Check this article out – it illustrates the importance of starting early when saving.
What If Your 10-Year-Old Started Saving for Retirement?
Whether you use this advice for a child or take it yourself, let's talk about different ways to financially prepare for retirement.
10/20/2017
The stock market has stayed calm so far this year. What’s in store for the rest of 2017?
Market Outlook: 4th Quarter
Investment Strategist Kate Warne looks at the current bull market, rising interest rates, preparing for market volatility, and more.
10/19/2017
Less than half of working investors know how much to save for retirement.
How Much Should You Be Putting Away for Retirement? Use Our Calculator to Find Out
Don't be one of them. Start getting on track today.
09/20/2017
Do you want to help with your grandchildren's education expenses?
How to Invest In Your Grandchildren's Future
A 529 college savings plan is one good choice. Call me to discuss other savings options.
08/08/2017
It's back-to-school season. Here are three financial lessons that are helpful year-round.
How to School Your Children About Money
What do you want your kids to know about money?
05/08/2017
According to the U.S. Government Accountability Office's report "Retirement Security: Older Women Remain at Risk," a newly widowed woman's income decreases by an average of 37%. Here are two more reasons why Social Security is important to women.
3 Reasons Social Security Is Important For Women
We understand the circumstances that are unique to women in general – and to you in particular.