Q4 Market Outlook - Election Edition
If you missed the LIVE webinar, this video is a recap of the discussion points. Topics of discussion include: - Year to Date Returns -...
Consider a Roth conversion for 2020
2020 has created a sense of urgency about lots of things, including people’s health, finances, education … practically everything....
Fully Recovered, but Hardly Healthy
Recently a few of the large stock indices in the U.S. have nearly recovered to pre-COVID-19 values after suffering 25-35% selloffs just a...
What's in Store for the Rest of 2020?
It’s hard to believe, but we’ve reached the halfway mark in 2020. If you would’ve glanced at the stock market on January 1st and then not...
First Priority: Save the Patient
We initially wrote an article about revisiting your financial plan during this unprecedented stock market volatility. However, now that...
Battle of the Ages
"The Battle of the Ages" Here is a replay of our May 29th webinar on how the fight to defend our way of life against the perils of...