March 24, 2021|Blog
Few things are as important to your investment portfolio as diversification. Just as the name implies, it involves balancing your portfolio with a healthy mix of asset classes. The traditional 60/40 portfolio (60% stocks, 40% bonds) has been… more
March 9, 2021|Blog
Big news came over the weekend regarding the latest $1.9 trillion coronavirus relief bill. The American Rescue Plan Act of 2021 was passed by the Senate on Saturday, leaving the House to give it a final vote before… more
January 29, 2021|Blog
When it comes to saving for the future, there isn’t a one-size-fits-all approach. Every individual is different, and we all have our own unique long-term goals and cash flow realities. As such, one person’s ideal retirement savings target… more
January 12, 2021|Blog
2020 was a year like no other. It looks as though we’re approaching the beginning of the end of this devastating global pandemic, but we’re all still feeling the effects. Many Americans have either gotten sick themselves or… more
December 29, 2020|Blog
A second Covid-19 relief package has officially been signed into law. This follows the $2.2 trillion CARES Act that was approved this past spring. The new $900 billion bill includes another round of stimulus checks and unemployment aid,… more
November 19, 2020|Blog
Stocks soared recently after Pfizer announced in a press release that its experimental Covid-19 vaccine candidate could be over 90% effective in preventing the virus. (This was later updated to 95%.) While it has yet to receive FDA… more
October 31, 2020|Blog
For better or worse, presidential elections have a way of impacting our financial lives. We’re on the home stretch of this election cycle, but questions and concerns are already swirling over the financial implications of either outcome, regardless… more
October 22, 2020|Blog
The presidential election is right around the corner, and millions of Americans have already cast their votes. It’s impossible to predict who will come out on top, although former Vice President Joe Biden has been leading in recent… more
September 30, 2020|Blog
The stock market and the economy have both had a crazy year, thanks to an unprecedented global pandemic. Many investors have been understandably shaken—2020 has had no shortage of uncertainty and confusion. But for the most part, the… more