Have you ever thought about what would happen if you or a family member were no longer able to live independently? What if your elderly parents were no longer able…

August 5, 2021   Dear Valued Investor:   Six months and counting. That is the current monthly winning streak for the S&P 500 Index. To take that a step further,…

Market Blog Tuesday, August 3, 2021   Most investors are aware that seasonal patterns exist in equities, but they may not be as familiar with the seasonal patterns in fixed…

When Judy purchased her life insurance policy 10 years ago, she thought her insurance planning was complete. She assumed that if she paid her premiums on time, she could sit…

There are many things you can do to keep your brain active: going outside more, listening to classical music, or learning a new skill. As you get older, it’s imperative to…