Author:SJK
April 30, 2019
In
Money Matters
Life Insurance: Is It Missing From Your Plan?
Life Insurance: Is It Missing From Your Plan? ...
April 23, 2019
In
Weekly Commentary
Fading Momentum
U.S. stocks are sitting at the same levels they were seven months ago, but the path hasn't been straight. ...
April 17, 2019
In
Weekly Commentary
What’s Priced In
After such a strong rally for stocks this year, you may be wondering what could drive stocks higher from here. ...
In
Videos
Season 1: Episode 5 – “Scones and Long Term Care Insurance”
In our fifth episode, Chris interviews Nicole Meyers, one of our long term care insurance specialists. Chris, Nicole and Scott discuss long term care and long term care insurance . Stay tuned for Episode 6 next month....
April 10, 2019
In
Weekly Commentary
Q1 Earning Preview Light At The End Of The Tunnel
First quarter earnings season kicks off this week and the bar seems low. ...
April 9, 2019
In
Money Matters
National Teach Children To Save Day
Top Five Money Lessons For Children Aged K-8...
In
Videos
Your Retirement Income: Will You Have Enough?
Do you think you’ll have enough money saved when you retire? You may be surprised at how much you might need and how little you can expect form Social Security. Learn more here. ...
March 27, 2019
In
Weekly Commentary
Balanced Risk Reward
Risk-reward trade-off in stocks has become less attractive following recent gains. ...
March 20, 2019
In
Weekly Commentary
Movin On Up (In Market Cap)
Large caps may be better positioned than small caps, given where we are in the business cycle. ...
In
Videos
Season 1: Episode 4 – “Toast and Disability Insurance”
In our fourth episode, Chris interviews Larry Rosenthal, one of our disability insurance specialists. Chris, Larry and Scott discuss the logistics of disability insurance . Stay tuned for Episode 5 next month....
March 13, 2019
In
Weekly Commentary
Modest Pullback Or Something Bigger?
Following the strong 2019 rally, we ask if stocks are overdue for a pullback. ...
March 6, 2019
In
Weekly Commentary
The Bull Turns 10
The bull market will celebrate its tenth birthday on March 9, 2019. ...
February 27, 2019
In
Weekly Commentary
Five Key Questions
The week we reassess the stock market landscape following the latest rally. ...
February 21, 2019
In
Weekly Commentary
The Rally Continues
The rally continues, as the S&P 500 Index gained for the seventh week out of the past eight, while the Dow Jones Industrial Average, Russell 2000 Index, and Nasdaq all closed higher for the eighth consecutive week. ...
February 13, 2019
In
Weekly Commentary
Key Takeaways From Fourth Quarter Earnings
Earnings growth slowed in the fourth quarter but was still solid. ...
In
Videos
Season 1: Episode 3 – “Eggs and Estate Planning”
In our third episode, Chris interviews Paul R. Cohen, from Curtin and Heefner LLP. Chris, Paul and Scott discuss the importance of estate planning. Stay tuned for Episode 4 next month....
February 8, 2019
In
Media and Press
How to recession-proof your retirement portfolio
Chris Tuck spoke to Fox Business on how to recession-proof your retirement ...
February 7, 2019
In
Media and Press
What to Do When an Investment Fund Closes
Fund shutdowns do happen and every investor needs to know what to do for their portfolio. ...