October Newsletter: October 2018

October Newsletter Financially Preparing for natural disasters Just last month, Hurricane Florence made landfall in North Carolina causing an estimated $38 billion in damage. In 2017 alone, natural disasters resulted in a total of $306 billion in damages across the...

September Newsletter: September 2018

September Financial Newsletter Smart ways to spend this school year As children head back to the classrooms this fall, school expenses are on the minds of parents now more than ever. Over the past decade, back-to-school spending has risen significantly and is expected...

August Newsletter: August 2018

August Financial Newsletter Buying your first home Buying your first home can be a daunting process with many deciding factors and little experience guiding the way. Fortunately, you can buy with confidence after planning for what to expect. In this article, we will...

July Newsletter: July 2018

July Financial Newsletter Life Insurance: Term, Whole, and Universal Buying life insurance is a way for an individual to protect their dependents from unpaid liabilities and uncovered expenses in the event of their own death. The benefits of a life insurance policy...

June Newsletter: June 2018

June Financial Newsletter A closer look at the Federal Funds Rate Understanding the Federal Funds Rate “The Fed is meeting to discuss interest rates” is a phrase that is used frequently in the media, typically surrounded by heated discussion of what effects the...

May Newsletter: May 2018

May Financial Newsletter Relocating for your career Moving for a new job is a significant and stressful life event.  There are many factors to consider when determining if the perks of moving outweigh the emotional and financial hardships that come with relocating....

April Newsletter: April 2018

April 2018 Newsletter The US trade deficit It has been a turbulent year for major stock market indices. There were wide fluctuations as both economists and common investors speculated how recently announced tariffs on aluminum and steel exports would affect the...

Tax Me Now — or — Tax Me Later?

Tax Me Now — or — Tax Me Later? IRAs are the DIY option of retirement planning—and, just like DIY projects, they offer you choices that, at times, can seem a little daunting. How to choose which is best for your financial plan? Comparing your two main...

High-volatility Markets

High-volatility Markets Learn what drives high volatility and how investors should respond when the market gets turbulent. Originally used by chemists to describe chemicals that evaporate (and explode) easily, “volatile” has become the generic term for anything...

March Newsletter: March 2018

Stock market corrections “Bull markets are born on pessimism, grow on skepticism, mature on optimism, and die on euphoria,” as renowned investor Sir John Templeton once said. Unlike Templeton, however, you do not need to be a Rhodes Scholar or the namesake of a...