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Retirement Milestones

Plan Your Retirement by Your Birthday Milestones

Your birthday is a once-a-year occasion. It’s a day on the calendar you never forget, as you celebrate with loved ones, open a few presents, and enjoy a slice of birthday cake. Use this momentous event to help you remember what important steps to take in planning your retirement: Are you in your fifties? Now…

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Financial and Technical Data Analysis Graph

Despite Short-Term Setbacks, Markets are Resilient Over the Long Term

Markets can be volatile. Consider what happened in March 2020 over the global coronavirus outbreak. It only took 22 trading days for the S&P 500 to fall 30% from its February record high.1 This downturn was the fastest decline in market history. Often, we have found that these declines will naturally reverse course and, generally,…

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Coin with tree in mutual funds dollar-cost averaging concept.

Stay Invested to Capture the Best Days

At the beginning of 2020 with the coronavirus pandemic essentially shutting down the economy, the stock market experienced extreme volatility. In March, the S&P 500 Index had two of its worst days since 2008 but was quickly followed by its best day since 2008. What should long-term investors do in times like these? The key…

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moving

Tips & Checklists for Your Move Out-of-State – Don’t Leave Home Without It

Moving into a new home takes a tremendous amount of time, energy and, if done right, planning. I can speak firsthand to this as I recently moved from the east coast to the west coast within the last month. Baltimore, Maryland to San Jose, California to be exact. This wasn’t my first out-of-state move but…

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