Kevin Oleszewski, Senior Wealth Planner ‘Tis the season to give. In fact, 37% of charitable giving occurs during the last quarter of the year — 20% of it in December alone, according to a survey conducted by the Blackbaud Institute. And while the holidays are traditionally a time to reflect …
As you move toward retirement, you can’t be content just to accumulate assets. You need to develop a retirement income plan that can help guide you when it comes time to turn savings into sustainable retirement income.
Published by Robert W. Huntley, CFP®, CHFC®, CKA® Founder & Wealth Advisor In the summer of 2000, someone I knew for about 5 years calls me with a question. He wanted to know if he should sell his Enron bonds or keep them. Enron at the time was in the early stages of corporate death. U …
Published by Annah Tucker, Director of Operations We have all been taught that you need credit in order to obtain goods or services, based on the trust that payment will be made in the future. However, I do not believe we have all been taught the skills to create good credit, and the spectr …
If you’ve paid attention to market prognostications over the last year, you’ve likely heard the term “yield curve.” The yield curve has become the center of attention for explaining the economy and markets, which is why our financial advisors always seem to be answering one question: What i …
No single strategy works forever, but you also don’t want to change your approach every time the markets shift slightly. How does investing work – not just for a season or a year or two, but for a lifetime? Time is a major factor when it comes to successful investing.
This chart brings back some memories. In 1971 I was a pre-teen growing up in Houston, Texas. Source I remember my parents buying a brand-new Toyota Corolla and paying in the $3,500 range. What does a Toyota Corolla cost today? Really makes things real for me when I think it through like tha …
