Financial Services Since 1991

Archive for February 2020

Remarriage: Altering Your Financial Plan to Meet Your Needs

In previous generations, husbands traditionally handled the family finances. While this arrangement may have worked well during the husband’s lifetime, the consequences of the wife’s lack of involvement in the family’s finances often became clear after her spouse died. Today, more women are actively directing the outcome of their personal finances, and for good reason.…

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Spring Clean Your Finances

As temperatures warm up, trees begin budding, and the days get longer, you probably throw open your windows and think about spring cleaning your home. As you tackle washing windows, cleaning carpets, and sorting out the garage, don’t forget to consider your finances. Check out these tips to successfully spring clean your finances.  1. Reassess…

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March Madness, Cinderella & Your Portfolio: You should pick investments (and teams) so you win most of your games

Sports metaphors and investing are natural pairs. A good way to look at portfolio management is the NCAA March Madness tournament. As with basketball, you should pick the top-ranked contestants, but also be flexible since things change. There are four major brackets in the tournament: East, West, Midwest and South.  Think of these like the…

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Why Women Need to Save More Than Men

Men and women may not be on equal footing when it comes to investing for the future. On average, women work fewer years and earn less than men, but they also tend to live longer.1 Therefore, women must focus on the concerns that are unique to them when planning for retirement. Women Don’t Invest Differently…

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Closer Look At February

A late month selloff in January saw the S&P 500 Index close marginally lower for the month. But stocks have taken off in February, with the S&P 500 up nearly 4% this month, as US economic data remains strong and fears over the worst-case scenarios for the coronavirus appear overblown. Historically, February has been a…

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