Top Retirement Savings Tips for 55-to-64-Year-Olds

There’s still time to give your savings a good boost before you retire If you’re between 55 and 64 years old, you still have time to boost your retirement savings. Whether you plan to retire early, late, or never ever, having an adequate amount of money...

Weekly Market Commentary

Weekly Market Commentary – 12/3/2021 -Darren Leavitt, CFA Markets continued to be volatile in the first week of December.  Fed Chairman Jerome Powell and Treasury Secretary Janet Yellen struck a more hawkish tone during their semiannual testimony in front of...

Budgeting for the 4 Financial Phases of Retirement

Different phases call for different strategies If you’re physically healthy and financially prepared, your retirement could last for decades. During that time, it may go through several distinct phases, with changing levels of income and expenses that require...

Retirement: The Best Timing Strategies for Couples

Staggering your retirement date from your spouse may benefit you both Many working couples dream of the day when they can retire and sail off into the sunset together. However, couples should consider whether retiring at the same time is the wise choice. There are...

Weekly Market Commentary

Weekly Market Commentary – 11/26/2021 -Darren Leavitt, CFA The holiday-shortened week turned into a wild ride for investors as a new variant of Covid upended the reflation trade, which sent volatility through the roof.  The new variant called Omicron was first...

Weekly Market Commentary

Weekly Market Commentary – 11/19/2021 -Darren Leavitt, CFA US financial markets ended the week mixed.  Mega-cap Growth stocks pushed the S&P 500 and Nasdaq to another set of all-time highs while cyclical issues and small caps lagged, hindering the Dow and...