Latest Thoughts
An increasing number of Americans between the ages of 45 and 65 find themselves struggling to cope with the conflicting demands of caring for aging parents while helping children pay for college or launch their careers. This video discusses steps your clients can take now...
We expect stocks to move higher over the second half of the year. ...
A potential rate cut may give stocks a lift. ...
Last week stocks enjoyed their best week since November 2018 despite rampant policy uncertainty. ...
Should stock investors be concerned about the signals coming from the bond market? ...
Our favorite leading indicators are signaling that further economic growth and stock market gain may lie ahead. ...
Earnings season delivered as expected. ...
In our season finale, Chris interviews the executive director of Habitat for Humanity of Bucks County ,Florence Kawoczka, about non-profit organizations. We hope you enjoyed our first season of Advisors In Cars Getting Coffee. Stay tuned for Season Two in September with more...
U.S.-China trade tensions escalated last week. ...
Life Insurance: Is It Missing From Your Plan? ...
U.S. stocks are sitting at the same levels they were seven months ago, but the path hasn't been straight. ...
After such a strong rally for stocks this year, you may be wondering what could drive stocks higher from here. ...
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....
First quarter earnings season kicks off this week and the bar seems low. ...
Top Five Money Lessons For Children Aged K-8...
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. ...
Risk-reward trade-off in stocks has become less attractive following recent gains. ...