Blog
Happy Retirement, LIBOR
There’s a number that is going away soon that has an impact on your life; it’s called LIBOR. LIBOR (London Interbank Offered Rate) is used to determine the interest rates banks charge each other for overnight, one-month, three-month, six-month, and one-year...
Calling All Investor Types
Some investors are the do it yourself type and manage their accounts with minimal assistance from a financial advisor. Other people are eager to have an advisor manage their investments for them. Whatever type of investor you are, no single investor knows everything...
Tariffs and Trade Wars: The Impact into Q3
After months of verbal threats between the EU, China and the US, tariffs, and counter-tariffs started in July 2018, leaving American consumers and investors wondering how much of an impact it will have on them. Already three months into the trade war, consumers are...
The Great Wealth Transfer
Over the next twenty years, there will be a wealth transfer that exceeds $30 trillion as the Baby Boomer generation passes the remainder of their wealth to the Millennials and subsequent generations. The Baby Boomers (born 1946-1964) are considered the wealthiest...
End of Year Money Moves
It’s that time of year again; kids go back to school, the election season is near, fall holiday planning starts, and suddenly we all move closer to the end of 2018. As we approach the last quarter of the year, remember these ‘money moves’ that you still have time to...
Estate Plans and Wills: Not Just for Retirees
Regardless of your age, having a will or estate plan is essential for many reasons, and isn’t just limited to passing assets at death. A will provides necessary asset passing, although many times isn’t enough when situations become more complicated. Although estate...