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Monday, September 16, 2019

Can Your Financial Plan Weather a Natural Disaster? On the heels of recent weather events in the news, it’s relevant that September is National Preparedness Month, an important reminder for Americans to be prepared for disasters...

Monday, August 26, 2019

Feeling a little déjà vu? You’re not alone. Cetera Investment Management's latest commentary takes a neon-colored look at 10 ways today’s markets resemble the 1990s, including long-running bull markets, a...

Monday, May 6, 2019

Many of our clients ask for helpful tips they can share with their children on managing finances, estate planning, and particularly, what they need to know as beneficiaries. We know these conversations can be difficult to initiate,...

Monday, April 1, 2019

It is well known that the stock market goes up, and the stock market goes down, but investors are supposed to keep their wits about them and focus on their long-term goals and hold steady. But it can be hard to sit idly by and watch...

Tuesday, February 12, 2019

How do you connect online with your loved ones, your friends, your co-workers? Facebook, Facebook Messenger, Twitter, LinkedIn, Snapchat, Instagram, YouTube, WhatsApp? Do you shop on Amazon.com, eBay or other sites? Do you use a...

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Wednesday, January 16, 2019

What will cost more (or less) in the months ahead? Rising interest rates, falling oil prices, increasing healthcare costs and a softening housing market are among many economic factors that may trickle down to your wallet in 2019....

Tuesday, January 8, 2019

Just why are the markets so volatile lately? Until early 2018, stocks were enjoying their longest period without a 5% pullback in nearly 90 years.1,2 But in early February 2018, that calm came to a sudden and decisive end, as the...

Thursday, December 20, 2018

Cetera Investment Management has released its 2019 Annual Outlook Summary titled, The Marathon Economic Expansion is Slowing. In this outlook summary, they discuss the second longest economic expansion in U.S. history and its...

Monday, December 10, 2018

Cetera Investment Management has just released a new market commentary titled, Worries Plague Markets: Focus on These Positives. This commentary discusses the continued market selloff and the reasons behind current investor pessimism....

Sunday, December 2, 2018

A Financial Checklist for the Holidays As the year draws to a close, most of us look to holiday planning, getting our house ready for guests and finding the perfect gifts. We might forget the importance of another type of planning for...

Monday, November 26, 2018

Cetera Investment Management has released a new market commentary titled Back to the 90s: 10 Ways Today is Like the 1990s and Why It’s Not. This commentary discusses 10 similarities that the current market environment shares...

Monday, November 12, 2018

Best Two-Week Gain Since February November 5 - 9, 2018 Recap • Stocks Trim Weeky Gains. U.S. stocks finished lower on Friday, trimming weekly gains as a two-week plunge in oil prices and an earnings-driven resumption in tech...

Monday, November 5, 2018

Best Week in Over Six Months October 29 - November 2, 2018 Recap • Stocks Rebound After October Rout. U.S. stocks closed lower on Friday, ending its first three-day rally since September 20, but the S&P 500 still recorded its...

Monday, October 29, 2018

Stocks Slump Amid Challenging Earnings October 22-26, 2018 Recap • Most Volatile Week Since February. U.S. stocks slumped last week, with the S&P 500 finishing a volatile week just shy of a 10% correction from its September 20...

Monday, October 22, 2018

WEEKLY VANTAGE POINT Stocks End Narrowly MixedOctober 15-19, 2018 Recap Tariff Concerns Appear in Earnings Guidance. U.S. stocks gave back strong intra-day gains on Friday to finish mixed as investors assessed generally positive...