The U.S. Markets have continued to take the lead and advanced nicely during the month of July. While the big picture, political pressures and news media influence remain uncertain, opportunities in many areas are being created and uncovered for future investment.
The choice to pre-plan your funeral before death or illness can allow your family to grieve properly without worrying about the details. If you haven’t thought about pre-planning your funeral, here are 5 reasons you should plan it while you are healthy, unemotional and in control.
Retirement. Warm weather. Doing what you want to do when you want to do it. Not a worry in the world. Isn’t that what we all envision? Making the decision to retire is exciting… but it can also be a challenge. Read 5 mistakes that retirees regret and learn how to avoid them!
Clients wonder what happens to them if their financial advisor retires or unexpectedly dies. Is your financial advisory firm prepared to deal with these what if scenarios? This commonly voiced concern is why advisory firms and the financial industry have begun focusing more on succession planning and multi-generational advisory teams. Read this article to learn 5 benefits of a multi-generational advisory firm and what it means for you.
Market Update | June 30, 2017 — It has been a very interesting year for the US and Global markets so far. While the politicians and media personalities in Washington are verbally attacking each other on a vicious level, somehow the markets are looking through the rhetoric to find reason to advance.