Blog
Stay informed on the things that could influence your financial picture the most.
We offer research and articles.
Strategic vs. Tactical Investing
Ever heard the term “strategic investing”? How about “tactical investing”? At a glance, you might assume that both these phrases describe a similar investment approach.
Weekly Economic Update – July 19, 2021
Despite a good start to earnings season and some solid economic data, worries of slower second-half economic growth led to a pullback in stock prices last week.
Robo-Advisors vs. Human Financial Professionals
What exactly is a robo-advisor? Robo-advisors are a class of financial advisors that provide financial advice or investment management online with moderate to minimal human intervention…
Weekly Economic Update – July 7, 2021
Strong employment reports and rising consumer confidence sent the stock market broadly higher last week.
Keep Your Life Insurance When You Retire
If you are thinking about dropping your coverage for either or both of those reasons, you may also want to consider the excellent reasons to retain, obtain, or convert a life insurance policy…