Weekly Highlights

The past week President Trump officially signed tax cuts. We will begin to see the effect of the bill starting early 2018. The changes caused by those tax cuts will affect individuals and corporations. We will soon see how the bill will benefit the economy. Stock Market Our current indicators are still falling. This is […]

Weekly Update Highlights

This past week nothing extreme really happened. Healthcare and Cyclical stocks were the leaders on the sector level. They both gain over 1%. The S&P 500 Index reached a new record high. While the stocks in S&P 500 did not have the outcome. The percentage of S&P 500 stocks over their 50-day moving average went […]

Weekly Update Highlights

Here are some of this past week’s highlights: This week the Dow had a record high at closing by gaining 0.5%. There have been indications that there might be a change in the market direction, but it is still too early to tell. A little over 75% of the S&P 500 stocks are trading above […]

Fiduciary Myths

There are many misconceptions when it comes to advisors who are fiduciaries. Does it really make a difference if your investment advisor is a fiduciary? Think of the title “fiduciary” as an added layer of protection. Advisors who have the added title truly work for your best interest. Here are some of the myths about […]

Weekly Update

This week was a good week for U.S. stocks. Here is a quick summary of the week: Commodity indexes ended slightly higher for the week. Crude oil ended at $51.67 with an increase of +2%. Energy gains were offset by weakness in precious and industrial metals and agriculture. New home sales fell -3.4% to 571k […]

Weekly Update

Weekly Update Before any major natural disaster, that can be predicted, experts estimate the impact it will have on stocks. The estimated impact of Hurricane Harvey and Hurricane Irma on stocks was not reached in some cases. Throughout the next few weeks we will begin to see more effects from the hurricanes. Here is a […]


Planning During Retirment

Similar to your younger years, you will likely have a lot of planning surrounding cash flow issues and how to make the most of your income.       You may think that once you reach retirement, you no longer have to worry about financial planning. After all, you’ve made it this far, right? However, […]


Financial Planning in Your 50s/60s

You can think of your financial plan during this time as a pre-retirement checklist, ensuring you’ve covered all of your bases so that you can enjoy the relaxation you deserve during retirement.     During this phase of your life, retirement stops being far-off, abstract concept and becomes real. You should engage in retirement planning […]


Financial Planning In Your 40s

Without financial planning, it can be hard to focus on saving for multiple goals and prioritizing the importance of those goals at different times in your life. Your 40s are a crucial decade for building up retirement savings, and a financial plan can help you make sure you are on track. While many will start […]

Financial Planning In Your 30s

If your 20s are to build a foundation for your own financial literacy, your 30s teach you how to cope when that foundation shifts and you find yourself dealing with new and larger challenges.   A financial plan at this age can help you deal with some of life’s biggest transitions – such as starting […]

Financial Planning In Your 20s

Financial planning affects more than your bank account, and a successful plan should follow you through all the stages of your life. In a financial climate where more than half Americans don’t have a budget and just over 40 percent of baby boomers don’t have a will, it seems that many could benefit from planning. […]