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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 have reversed course naturally and, generally,…

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It’s Tax Season – Time to Get Tax-Smart

Although tax day comes around once a year, don’t let a deadline catch you unaware. There are a number of ways throughout the year that you can reduce your tax burden while pursuing long-term financial goals like retirement, a college education for your child or investing for current income. Be Tax-Smart When Saving for Retirement…

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What You Need to Know When Buying a House

Do you think you’re ready to purchase your first home? Congratulations! Buying a home is one of the biggest financial decisions you can make and it’s a process that can make you feel very insecure. Am I making the best choices? Have I researched all of my options? Navigating the complex real estate market can…

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DIY Retirement Savings Plan

Did you know that only one-third of small employers offer a retirement plan?1 With nearly half of Americans working for small businesses2, many individuals could be unprepared to retire. If your employer doesn’t offer a 401(k) or 403(b) plan, there are other ways to build your retirement savings: Traditional or Roth Individual Retirement Account (IRA)….

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