News
AI Disruptions, Tariff Tensions, and Fed Uncertainty
January 2025 marked a volatile yet positive start to the year. Investors now face fresh challenges from AI disruptions, tariffs, and shifting Federal Reserve expectations.
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Annuities
Annuities: What They Are and How They Work
Having enough retirement income is a top concern for many Americans nearing or in retirement. Having enough retirement income for what you need and want is essential and must be planned for, even in the best economic conditions. A way to provide income safety is by using annuities as an asset class in your retirement portfolio. Here’s a brief overview of the different types of annuities that can provide an alternative for retirees seeking income and safety.
June 2, 2023
Insurance
What You Need to Know About Purchasing Life Insurance
Life insurance is a great addition to your portfolio that help can protect your loved ones and beneficiaries if you unexpectedly pass away. While no amount of money can ease the grief of losing someone, life insurance may help reduce the financial burden they may face. It’s important to know how life insurance works and what to consider when purchasing life insurance, so you can make an informed decision before you buy.
June 1, 2023
Retirement Planning
3 Ways to Save for Your Child’s Retirement
Helping your child save for retirement starts with financial education and discussing the importance of saving for their future. Besides financial education, there are strategies to help them get a head start on their retirement savings. Life Insurance, 529 plans, and Roth IRAs are all great options to discuss with your financial profesisonal.
May 30, 2023
Video
Memorial Day 2023
On this Memorial Day, we must pay tribute and respect to the brave souls who laid down their lives for our beloved nation. We are blessed to reside in the greatest country on earth, and it’s our responsibility to uphold their legacy by striving towards excellence.
May 24, 2023
Estate Planning
Honoring the Women in Our Lives by Preserving Their Legacy
From the cradle, I’ve been blessed with the constant influence of many strong women in my life. Wendy (my wife of 33 years), three daughters, my mom, six sisters, grandmothers
May 9, 2023
News
April 2023 Market Review
Currently, the Federal Reserve Bank is selling assets from its balance sheet, decreasing the money supply and shrinking the monetary base, adding more concern to the banking industry and the market. With tightening money supply and higher interest rates, it is unrealistic to expect equity market returns higher than the growth in corporate profits. Investors today cannot rely on that past growth moving forward.
May 3, 2023
