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Monday, September 28, 2020

Billions of Snowflakes in Summer & Eye-Popping Housing Stats What is the Real Valuation of Snowflake? Technically, it was still summer when shares of Snowflake, a cloud data warehousing company, dizzily zoomed upward on their first day...

 

Monday, September 21, 2020

U.S. STOCK MARKETS MIXED AS SMALL-CAPS OUTPACE LARGER-CAPSAND VALUE NAMES OUTPACE GROWTH NAMES It was a mixed week for U.S. stocks, as smallcaps snapped a two week losing streak and thelarger caps extended their losing streak to...

 

Wednesday, September 16, 2020

Divorce Rates Spike During COVID Pandemic Divorce lawyers, marriage counselors and the U.S.court systems are bracing for a surge in divorce filingsonce quarantine restrictions are lifted. And while itmight be months or years until we...

 

Tuesday, September 8, 2020

September has historically been the worst month of the year for investors So much for the notion of “Sell in May and Go Away.” If you subscribed to that so-called market strategy in 2020, here is what you would have missed:...

 

Monday, August 31, 2020

As you are planning for your retirement, you may be considering purchasing an annuity, which can provide you with a steady flow of income for a limited period of time, or for the rest of your life. While there are many factors to weigh...

 

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Monday, August 24, 2020

Did you miss the second fastest bear-market recovery of the past 50 years? We might look back and marvel how during the dogdays of August 2020, the stock market reached a newhigh not seen since pre-COVID.Remember when the S&P 500...

 

Tuesday, August 18, 2020

Why you need to be careful not to start spending your payroll tax money After negotiations for another stimulus bill stalled for twoweeks, President Trump issued an executive ordersuspending the collection of Social Security payroll...

 

Tuesday, August 11, 2020

RETIREMENT PLANNING NEWS & THOUGHTS Has COVID–19 Forced You to Consider Delaying Your Retirement? Recent surveys have indicated that many of us are rethinking our retirement plans because of COVID–19. In fact, one survey...

 

Tuesday, July 28, 2020

COVID-19 will bring to baseball what it brought to the stock market: volatility Thursday, July 23rd was Opening Day for the 2020 season of Major League Baseball, the latest opening day in history. Unlike past Opening Days, only 4 teams...

 

Monday, July 20, 2020

Small Businesses and the Impact of COVID-19 Over 30 million jobs are vulnerable – and the number might be higher

 

Tuesday, July 14, 2020

Large-Caps Outperform Smaller-Caps While NASDAQ Leaps to Another Record High • The large-cap U.S. stock markets turned in solid performance on the week, with the S&P 500 advancing 1.8% and the DJIA moving up 1.0% • The...

 

Tuesday, July 7, 2020

Best quarterly performance in decades as pending home sales index surges The Art & Science of Rebalancing There is no question that COVID-19 has caused untold damage to your retirement portfolio. Whether you are a few years away from...

 

Monday, June 29, 2020

S&P 500 Falls Back into Correction Territory asCOVID-19 Worries Jump and Social Unrest Increases • The week started off strong as U.S. stockmarkets rose while volatility declined, but thelatter part of the week saw markets...

 

Thursday, June 25, 2020

Why are “Expert” Predictions and Polls So Wrong? How investors should receive data, polls and consensus expectations. On Friday, June 5th, the Department of Labor reported that non-farm payrolls added 2.5 million jobs...

 

Tuesday, June 16, 2020

• The U.S. stock markets started the week off well but then ran into a Wall of Worries and recorded their worst weekly losses since March • The small-cap Russell 2000 suffered the most, dropping 7.9%, followed by the 5.6%...

 

Wednesday, June 10, 2020

U.S. Markets Jump for Third Week in a Row as the U.S. Economy Stunningly Adds 2.5 Million Jobs in the Month of May • U.S. stock markets roared forward after a widely unexpected May Employment Situation Report suggested the worst...

 

Tuesday, June 2, 2020

What should investors think when companies can’t estimate their earnings? Five years after the Wall Street Crash of 1929 and the beginning of the Great Depression, Benjamin Graham and David Dodd, both professors from Columbia...

 

Wednesday, May 27, 2020

Many of you already have estate documents, probably executed many years ago. You need an estate attorney to look over your documents every 10 years or so. Here are a dozen points to review. 1. Do you have a will and powers of attorney...

 

Thursday, May 14, 2020

“Buying local” just might help revive the massive $470 billion sports industry We love sports for the excitement. We love sports for the drama. And we love sports because it allows us to be with friends and family. But the...

 

Wednesday, May 6, 2020

Fraudsters and scam artists are always looking for new ways to prey on consumers. Now they are using the same tactics to take advantage of consumers' heightened financial and health concerns over the coronavirus pandemic. Federal,...

 

Tuesday, April 28, 2020

Understanding leading and lagging indicators to make informed decisions For many of us, our house is our biggest investment and asset. Consider these facts: • According to the National Association of Realtors, the median...

 

Wednesday, April 22, 2020

Almost everything was red as the first quarter was one for the record books The first quarter of 2020 is over and it was ugly, as just about all asset classes, styles and global markets dropped. In the U.S., investors saw the Dow Jones...

 

Tuesday, April 14, 2020

Helping investors better understand bear markets, corrections and crashes The pace with which the Coronavirus bear toppled the longest-running bull market in history was startling. The Dow Jones Industrial Average officially entered...

 

Thursday, April 9, 2020

CARES Act Provides Relief to Individuals and Businesses On Friday, March 27, 2020, the Coronavirus Aid, Relief, and Economic Security (CARES) Act was signedinto law. This $2 trillion emergency relief package is intended to assist...

 

Thursday, April 2, 2020

Anyone holding bitcoin would have watched the market with alarm in recent weeks. The virtual currency, whose price other cryptocurrencies like ethereum and litecoin largely follow, plummeted from more than US$10,000 (£8,206) in...

 

Wednesday, March 25, 2020

Mere weeks in, and 2020 will most certainly be remembered as an unprecedented year. It is times like these when, as corporate leaders, setting an example for attentive and decisive action on behalf of the people it employs and serves...

 

Wednesday, March 18, 2020

On a Sunday, The Fed Cuts Rates to Near Zero The ninth surprise rate cut in history is the second due to the coronavirus In a dramatic and emergency action to support the U.S. economy during the coronavirus pandemic, the Federal...

 

Thursday, March 12, 2020

Mike and Dan get Very, Very Real

 

Tuesday, March 3, 2020

Worst One-Day Point Drop in History for the DJIA Be careful that you don’t turn a temporary decline into a permanent loss On Thursday, February 27, 2020, stocks around the world fell sharply amidst a huge spike in volatility as...

 

Wednesday, February 26, 2020

How does Divorce affect Estate Planning? Wills for both spouses are often drawn up sometime during the marriage--particularly if there are children involved. When divorce is contemplated, the selection of beneficiaries and executors...

 

Friday, February 21, 2020

Although there's no hard-and-fast rule about when you should review your estate plan, the following suggestions may be of some help: • You should review your estate plan immediately after a major life event • You'll probably...

 

Tuesday, February 11, 2020

If something were to happen to you, would you family know where to find your important documents? Millions of Americans have failed to prepare their financial and medical documents. As part of a comprehensive wealth management program,...

 

Thursday, February 6, 2020

Your Financial Future

 

Wednesday, February 5, 2020

Full CornonaVirus article

 

Thursday, January 16, 2020

Educational Series Update This week's Special Guest John Daley joins Dan to provide an Education Series Update. Listen in

 

Thursday, January 2, 2020

Click here; Dan and Mike Will educate you on what you need to know

 

Thursday, January 2, 2020

Secure Act Full Article (Click this link )

 

Thursday, December 26, 2019

Tune in this Saturday @ 8:00am. Dan and Mike will be discussing College football preview, and NFL review. This weeks Radio Show..take a listen

 

Wednesday, December 11, 2019

Read Full Article here; Year End Giving

 

Tuesday, December 3, 2019

Read the article: 2019 Year-End Tax Planning Basics

 

Monday, December 2, 2019

Read the Article : Estate Planning

 

Friday, November 29, 2019

Click here for "Women and Money: Taking Control of Your Finances"

 

Thursday, November 21, 2019

Read the Article; 4 Things Women Should Know about Social Security

 

Thursday, November 21, 2019

Read the Article: 20 Answers You Need Before You Retire

 

Monday, November 18, 2019

 

Monday, November 18, 2019

Click Below Life is Always Changing, Make sure your insurance keeps up.

 

Thursday, November 7, 2019

Click Here Market Month October 2019

 

Wednesday, November 6, 2019

Concierge Service: Coordinate with other advisors such as your attorney and accountants. Hold regular meetings and ensure that all planning is well coordinated and implemented. Maintain copies of documents such as insurance policies,...