Veterans Day 2020 Reflection

On this Veterans Day, we want to take an opportunity to thank the many Veterans that make up our community and allow us to continuously stay safe. Bill Simonet was…
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2020 Election and Its Impact

Does the party occupying the White House affect the U.S. stock markets and other economic measurements? How does the party controlling Congress affect markets? While it’s interesting to review history…
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Doctor using a mobile device to access PHI
Doctor using a mobile device to access PHI

Open Enrollment Season for Employee Benefits

Open enrollment for employee benefits season is coming up, and you should certainly take the time to review your benefit choices. Employee benefit experts expect benefits to change next year,…
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Key Investment Points to Remember

How much should I invest, and in what areas, to reach my long-term financial goals? Even though you may believe your dollars are not stretching far enough to cover current…
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US Election Impact on Investment Portfolios

Are you concerned about the impact that the upcoming presidential election will have on financial markets and investment performance? Perhaps you shouldn’t be as worried as most investors are. While…
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Utilizing Your Employer’s 401(K) Plan

An attractive benefit plan can play a fundamental role in recruiting and retaining qualified staff. And, when trying to save for the future, a 401(k) retirement savings plan can help…
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Maximizing Cash Savings this Fall

When we talk about increasing cash on hand, we can take action by doing one of two things: reduce spending or increase income. A very common trait we continue to…
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Simple Budget Setting Actions for this Fall

In difficult economic times, many young couples and families may find themselves wondering where their money goes. Faced with income constraints and competing demands for their money, many people simply…
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Planning Strategy Areas Explained

While there are many facets to financial planning, each is equally important to the overall success of your strategy. Depending on your age, goals, and financial resources, your approach will…
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