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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Investing
June 2024 Market Review
The S&P 500 and NASDAQ recently hit record highs, but it’s not all sunshine and roses. Instead, our June Market review looks at things from a balanced point of view. Avoid the pitfalls of relying solely on hindsight.
July 9, 2024
Retirement Planning
Why Families Consider Long-Term Care for Loved Ones
It’s a challenging decision to entrust a loved one to long-term care. Discover how this setting can improve their well-being, providing professional assistance and ensuring their safety – and how insurance can help.
June 25, 2024
Estate Planning
Estate Planning: Safeguarding Your Summer Season and Beyond
As you pack for summer vacation, consider checking your estate planning. By addressing these critical aspects now, you’ll ensure that you and your family can fully embrace the joys of summer worry-free.
June 21, 2024
Investing
May 2024 Market Review
Robust Q1 2024 earnings in the US eased fears of higher borrowing costs cooling the economy. However, there are multiple cautionary note for future stock market performance. Read our recommendations for portfolios moving forward.
June 8, 2024
Arizona
Retiring in Tucson, Arizona: Sunshine and Birds
Where do you see yourself when you dream of retirement? Do you picture yourself in a sunny location with lots of outdoor activities, or perhaps at a secluded lake? If you imagine a warm climate with plenty of adventures, retiring in Tucson, Arizona might be perfect for you.
May 31, 2024
Investing
What to Ask a Fiduciary Advisor in Salt Lake City
When seeking a fiduciary advisor in Salt Lake City, it’s crucial to ask the right questions to evaluate their qualifications, approach, and alignment with your financial goals. Personalization is essential for a successful financial planning relationship.
May 29, 2024
