Appeal of the 60/40 Portfolio

What is a 60/40 portfolio? It is a portfolio that includes 60% stocks (equities) and 40% bonds (fixed income) asset allocation exposure. Stocks can be diversified across different industries, sectors, sizes and geographies.

When To Trigger Social Security 

Retirement Income & Taxes 

How Much Will You Spend in Retirement 

Outlook 2024: A Turning Point

What Does "Wealth" Mean To You?

Wrapping Up 2023

Before we know it, we are back to prepping for the end of another year.

2023 is wrapping up and now would be a good time to review any changes to your finances or life transitions, make any necessary updates and to verify you are still on track toward your financial goals.

Understanding The Fed's Role in Fighting Inflation

The Federal Reserve (Fed) and their rate hikes have been a topic of conversation for many months now. It can be a bit confusing to make sense of what exactly the Fed has been doing and how it effects our daily life.

Inherited IRA Required Minimum Distribution (RMD) Ruling

The Internal Revenue Service (IRS) has published new guidelines for those people who inherited an Individual Retirement Account (IRA) regarding their Required Minimum Distribution (RMD).

Midyear Outlook: The Path Toward Stability 

The economy and markets made progress toward regaining balance in the first half of 2023. Now that we are beyond the midpoint of the investing year, we should focus on the theme of “path toward stability” that will carry us to the end of 2023.