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We understand the important role we play in providing our clients with timely market updates and helpful financial planning advice. We invite you to explore our recent insights and check back frequently as we strive to always keep you informed.
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Finally organizing all your estate planning documents is a great use of your time during this period of social distancing. Learn more as Todd Wike discusses Everplans for storing and sharing all your documents with your loved ones should something unexpectedly happen to you.
Video for April 21, 2020 – Everplans
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The Dangers of Making Emotional Investment Decisions During a Crises
Todd provides his thoughts regarding ongoing market uncertainty due COVID-19 and how emotions may drive investment decisions.
Video: Controlling Emotional Investing
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Thoughts on this week’s market “bounce” and commentary on the ongoing market uncertainly due to COVID-19.
March 27, 2020
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An update on continued market fluctuations resulting from the COVID-19 pandemic.
March 19, 2020
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Articles of Interest
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4 Financial Resolutions to Kick-Off 2018
Learn More: 4 Financial Resolutions to Kick-Off 2018With New Year’s right around the corner, it’s the perfect time to make resolutions before the calendar flips to January 1st. The 7th Annual New Year’s Resolution Survey found that many resolutions made last year were focused on faith, family, and personal wellness. Unfortunately, financial stability…
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Charitable Giving Is an Investment in Yourself and Others
Learn More: Charitable Giving Is an Investment in Yourself and OthersYou may be bracing for that early December feeling — a crisp chill in the air, the jingling of bells, and a mailbox overfilled with donation requests from charitable organizations. As an American, you will probably be in a giving mood as the United States is…
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The Economic Impact of a Natural Disaster
Learn More: The Economic Impact of a Natural DisasterBetween recent Hurricanes Irma, Harvey, Maria, not to mention an array of hailstorms, earthquakes and fires that have plagued the non-coastal areas of the country, it’s hard to deny that the US has been under an onslaught of natural disasters. That said, it’s worth examining the…