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The Blog

March 9th Market Drop

Here is a link to the mailing we recently sent our clients about the market drop.

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The Coronavirus Contribution

The Coronavirus Contribution Dear Constant Investor, No, this is not the title of a “Big Bang” TV Show episode.  Many people say to buy low and sell high.  But who knows when the market is high or low?  I cannot begin to tell you how bad some people have done when trying to time the […]

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Identity Theft

Please click this helpful link for a document about identity theft.

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Coronavirus Market Volatility

Here is a link to the mailing we recently sent our clients. Coronavirus Market Volatility Letter

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The Secure Act or How the Government Doesn’t Like Your Kids

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Retirement Planning Key Numbers

Please click this helpful link for a detailed Retirement Planning Key Numbers document.

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It Might Be Time

Right now, mortgage rates are pretty low. But, over the past 3 years rates rose a bit.  This helped savers but likely hurt people with variable loan rates. (Think credit cards and variable rate mortgages). It might be a good time to refinance your home if you’ve put it off. Sure, they could go lower, […]

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What you don’t see…

What you don’t see… It is in human nature to move toward wants.  When I look out on a rainy Saturday, I know I NEED to exercise and get moving, but I WANT to sit on the couch and binge watch Netflix with my family.  We NEED to do things we don’t want to, so […]

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Murphy’s Law & Life Insurance

Murphy’s law doesn’t just affect the Sixers. Bad things happen to good people at the worst time. Over the years, some clients finally make the decision to buy life insurance, then get denied. It is not a given that you can get affordable life insurance. An insurance company will not insure a house that is […]

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Calculating Required Minimum Distribution (RMD)

When calculating a Required Minimum Distribution (RMD), not only do your IRAs count but potentially your work plans. Here’s a mistake a lot of people make. RMD’s must come from each plan individually for both plan participants and beneficiaries of the plan. Employer plan RMD’s cannot be calculated and taken out of one account! There […]

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Advisory services offered through Investment Advisors, a division of ProEquities, Inc., a Registered Investment Advisor. Securities offered through ProEquities, Inc., a Registered Broker-Dealer, Member FINRA and SIPC).
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