See this month’s standings & sign up to participate in next months contest.
View StandingsView our Monday 'What Happened Last Week' letters for a recap of last week's market and economic happenings.
Weekly Market RecapCome see us if you need help with:
• Portfolio Management
• Financial Planning
• Retirement Planning
• Education Planning
• 401K Planning
• Estate & Trust Planning
We have over 35 years of experience in the industry and are sure we can match whatever you may need.
Contact us to schedule a meeting today!
On August 5, 2024, the S&P 500 dropped 3% from its previous close but bounced back quickly. This article explains why investors would be wise to tune out the noise of market volatility.
Couples who have opposite philosophies regarding saving and spending often have trouble finding common ground. This article offers some tips to learn to work with financial differences.
Only 51% of workers or their spouses have tried to estimate the savings they would need to live comfortably in retirement. This article offers a simple worksheet to help calculate a savings target.
Skyrocketing new vehicle costs and high interest rates could make leasing a cost-saving option. This article looks at the advantages and disadvantages of owning vs. leasing.
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
Use this calculator to estimate how much income and savings you may need in retirement.
How Long Will It Take to Pay my Balance?
This Cash Flow Analysis form will help you weigh your income vs. your expenses.