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First Quarter 2025
Quarterly Reports 04/22/2025
Order of Operation The process a sailor goes through to reduce sail is called reefing. Every boat is rigged a little bit differently but the one thing they have in common is that there is a detailed...
It's easy to think about the stock market like it's a retirement program. That's certainly how it seems to function as you save toward that goal. Typically, you've accumulated a lump sum and/or set...
When nearing retirement, another strategy to consider: Use periodic withdrawals from your 401(k) to serve as an income resource—a bridge—until you finally start collecting Social Security benefits....
Approaching retirement? What you do with your retirement account in the years leading up to retirement could affect your financial well-being for years to come. One option to consider is rolling over...
Day-to-day life can become mundane and monotonous. Some days, when following the same routine and interacting with the same people, we can, at times respond to a given situation in a "scripted"...
When your neighbor’s house goes on the market, do you jump on Zillow to check the price? Do you feel the need to replace your old vehicle when everyone you know seems to be upgrading? As a society,...
New Year, new goals. What is your big, bold goal for retirement? And what legacy do you want to leave behind? These are some of the key questions one of our advisors might ask when they are getting...
Favorable tax treatment is one of the main reasons for buying an annuity. But what exactly are the tax benefits? And are there any drawbacks? It’s important to know the answers to these questions...
In 1997 William Strauss and Neil Howe published The Fourth Turning: An American Prophecy. The premise of this fascinating book is that American history has gone through a cycle of recurring...
More than 40 years ago, if you had made a list of the most influential investors in America, Peter Lynch would have been near the top. From 1977 to 1990 he ran Fidelity's Magellan Fund, and during...
