Fit To Be Fixed…

We see the headlines and speculation every day. Can the bull market continue or are we about to experience a market collapse? How much longer can interest rates remain low? With all of this uncertainty, clients, particularly those stung by the 2008 market downturn, are at a financial planning crossroads.

Tracking IRA Behaviors

Individual retirement accounts (IRAs) represent the largest single repository of U.S. retirement plan assets, and
are a vital component of U.S. retirement savings, holding one-quarter of all retirement plan assets in the nation.

The More Things Change, The More Things Change.

Retail purchases used to be made in bricks and mortar stores. Today, more and more sales are made online.

Equities and Inflation Climb

Domestic markets continued their strong start to 2018, posting gains across the board for their 2nd week. The S&P 500 added 1.57% and closed at a new record high on Friday.

What’s In A New Year’s Resolution?

Just after the first of the year, I received an e-mail from Axel Merk, president and CIO of Merk Investments, a San Francisco advisory firm. In it he posed what appeared to be a simple and straight-forward question: ‘What would make 2018 more productive for you?’

What Exactly Do Consumers Think about Working with Financial Professionals?

A new study commissioned by the Million Dollar Round Table (MDRT), conducted online by Harris Poll among over 2,000 U.S. adults ages 18 and older, including over 700 who currently work with a financial professional, examines what consumers think of financial professionals, what clients aim to achieve through financial planning and what they look for in a financial professional.

Technology and Innovation Drive Predictions in 2018

LIMRA experts have put together their 10 predictions for 2018, ranging from sales forecasts to the impact of technology and the digital market. Overall, LIMRA anticipates a year of continued evolution for the financial services industry with new products and solutions, as well as shifts in the market and consumer behavior.

Influencing Others Made Easier

Most of us liked to be thanked, especially when the sentiment is sincere. For that reason, “thank you” is one of the most powerful phrases in the English language.

Putting Financial History in the Driver’s Seat

Winans Investments (WI), a 25-year old investment advisory firm, has drawn national recognition by being featured in TD Ameritrade’s quarterly financial magazine “Advisor Solutions” for its unique approach to active investing & civic activities.

Planning In The Millennial Mindset

Millennials, America’s largest generation, are playing an outsized role in our nation’s workforce as the oldest among them approach their late thirties.