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Insights & News

Where Are We Now?

Based on improving market fundamentals and the resilience in market breadth and leadership during the first quarter there is no denying the possibility that this bull market may have enough gas in the tank for another leg up in 2019. With economic reports remaining positive and consumer confidence near a 20-year high, it’s tempting for investors to surrender to the early year euphoria and to go “all in.”

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Navigating Choppy Waters Thumbnail

Navigating Choppy Waters

Down markets are inevitable, both as part of the normal cycle and due to specific events. Studies show that investors who panic and react to these market events often underperform.

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Retiring? Keep Your Budget in Check Thumbnail

Retiring? Keep Your Budget in Check

The transition into retirement can be overwhelming. Furthermore, every insurance agent and broker seems to want to sell you a high-priced annuity loaded with hidden fees and surrender charges. Learn how to avoid spending more than you should to feel secure in your retirement.

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