As I write this, a winner in the 2020 U.S. Presidential election has not been declared and a bitterly contentious, hard-fought battle for the Oval Office ensues. But one thing we know for certain is that the U.S. stock market is bigger than any one person or one...
Right now, the election is top of mind for everyone. The 2020 U.S. Presidential Election has the potential to affect different aspects of financial planning including Social Security, income tax policy and the financial markets. Since it is impossible to predict who...
What is driving the returns in the stock market this year? There seems to be a disconnect between the economy and the stock market. These are concerns I hear frequently. You may be wondering why the annual return of a globally diversified portfolio...
Congratulations! You made it to retirement, but saving money in different types of investment accounts is only half of the battle. The other half is how do you get your hard-earned assets back to you in a tax efficient manner? There are a number of retirement...
The rules around Social Security are complex and continually changing. In Part III of our series on Social Security, we would like to address some of the questions that we are frequently asked that were not covered in Parts I and II. Are your Social Security...
Gold has been the hot topic of conversation with volatility in the stock market at incredible levels this year and economic uncertainty running high. The price of gold has risen substantially over the last few months as investor search for a safe haven for...