Financial Advisors Help With Medicare?

Leaves are changing colors, and Fall is officially HERE!

It is the yearly period in Fall when open enrollment for Medicare begins. As October 15th is quickly approaching the topic of healthcare becomes top of mind.

For your clients turning 65, […]

October 26th, 2021|News & Events|

Dear stress, Let’s break up…

Saying that 2021 has had a lot going on, is an understatement.
Every month it seems we are faced with inflation worries, economic concerns, and more.
Research has found that the human brain is uniquely vulnerable to uncertainty. It […]

October 19th, 2021|News & Events|

Getting it wrong? [Opportunity Cost or Opportunity Lost]

How much opportunity cost can your client afford to lose before they are in trouble?

Let’s discuss

Economists use the term opportunity cost to describe the value of what you could have chosen to do, anytime you make or […]

October 12th, 2021|News & Events|

Inflation Worries for 2021?

How worried should your clients be about inflation?

Consider this.

For years the core inflation rate has not varied while equity markets have rapidly increased but according to recent data in April 2021, economists were surprised at the spike […]

October 5th, 2021|News & Events|

Record Low Rates = Free Money?

That seems likely since home values have soared during the pandemic and at the end of 2020, an estimated 46 million homeowners had a total of $7.3 million in home equity.1.

This drastic increase in home prices […]

September 29th, 2021|News & Events|