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News & Insights

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5 Steps to an A+ College Plan (in honor of 5/29 nationally recognized as College Savings Day)

You have bills to pay and a retirement to save for. Even if the thought of saving for your child’s education has crossed your mind, how can you make it happen amidst the never-ending financial pressures in life? It’s tempting to put saving for college on the back burner, but as anyone with kids knows, the days are long but the years are short. Regardless of whether your child is a toddler or a teenager, you’ll be planning college visits and filling out applications before you know it.

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Finding Your Own Best Method of Thriving Through a Pandemic

If you’re like most of us, you’ve suddenly found yourself spending much of your time at home. With the absence of commuting, socializing, or other outside-the-home activities, you may be wondering how you can make the best use of your time and develop daily routines that work well for you, while at the same time trying not to feel that you’ve found yourself trapped in that Bill Murray classic, Groundhog Day. Maybe try to pick just one or two of the below suggestions over the next week or two to help shake things up a bit.

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How to Handle These Uncertain Times

The amount of information and the speed with which it is coming at us is truly amazing. The COVID-19 virus has disrupted everything: the health and safety of ourselves, our friends, relatives, and clients, as well as the near-term stability of the economy and investment portfolios. We would like to thank so many of you who have reached out to check on us through this difficult time. Yes, we worry, but our mission is to do the worrying on your behalf so you don’t have to. We think a lot about each of you and we continue to look for ways to not only limit any damage of a market downturn but also to make sure you are all in a position to weather this storm as best as possible.

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What Should You Do About The Coronavirus And Stock Market Volatility?

The global financial markets have taken a dip this week over fears about the spreading coronavirus, erasing gains from earlier this year. Investors are understandably nervous about their money and their health, and if you are worried about your portfolio, you’re not alone. But during stock market volatility, it’s important to keep a level head to avoid financial mistakes.

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What We Do And How We Can Help

You don’t have to look far to find financial advice or so-called proven formulas that promise to bring you financial success. And while there’s plenty of general advice you would be wise to take, your finances don’t exist in a bubble. They are an extension of you, your values, your dreams, and your life circumstances; as such, they deserve a personal touch.

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