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Good People Skills Are “Unnatural”

Blog

Good People Skills Are “Unnatural”

Published by Gayla Allen, Director of First Impressions Throughout my career I’ve been drawn to positions that provide an opportunity to meet and mingle with work peers and the public. Still, not all jobs that require people skills are a good fit for me; however, having fun at work while providing excellent customer service is what I call a great day! It’s no wonder that my resume is filled with Client Care positions.

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Webinars

Wise Counsel Weekly: Retirement Expenses

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Weekly Market Commentary: The S&P Sets Recovery Records, Housing Market Showing Gains

Market Commentary

Weekly Market Commentary: The S&P Sets Recovery Records, Housing Market Showing Gains

The S&P 500 continued to march higher, rising 0.8% last week. Excluding dividends, the index of large-cap U.S. stocks reached a new record. Some investors prefer this measure for determining when bear markets end. By almost any measure, the S&P 500 is no longer in a bear market.

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Market Commentary: Economic Recovery May Slow After Sharp Early Rebound

Market Commentary

Market Commentary: Economic Recovery May Slow After Sharp Early Rebound

U.S. economic data last week supported the view the U.S. is entering a period of slower economic growth after a sharp recovery in May and June. Mandatory and voluntary social distancing efforts limit how quickly the economy can recover when certain segments, such as restaurants, are still struggling.

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How Retirement Planning Changed in 2020

Videos

How Retirement Planning Changed in 2020

Jamie Hopkins, Director of Retirement Research at Carson, hosts “How Retirement Planning Changed in 2020.” The impact will be felt for years to come, including on retirement planning, a vital area of personal finance: Click Here to Watch the Webinar

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Webinars

Wise Counsel Weekly: Medicare 101

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Market Commentary: Employment Numbers Beat Expectations as S&P 500 Nears February High

Market Commentary

Market Commentary: Employment Numbers Beat Expectations as S&P 500 Nears February High

The U.S. economy added 1.8 million jobs in July as hiring momentum in the service sector allowed many workers to reclaim lost jobs or get new ones. The pace of hiring slowed compared to gains of 2.7 million and 4.8 million in May and June. The slowing growth reflects consumer caution as new virus cases surge and the slowing pace of economic reopening.

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Mount St. Helens Eruption – 3 Life Lessons

Blog

Mount St. Helens Eruption – 3 Life Lessons

Published by Robert W. Huntley, CFP®, CHFC®, CKA® Founder & Wealth Advisor Recently we marked the 40th anniversary of Mount St. Helens volcanic eruption.

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Comparing Traditional Mortgages and Variable-Rate Mortgages in the COVID-19 Economy

Monthly Newsletters

Comparing Traditional Mortgages and Variable-Rate Mortgages in the COVID-19 Economy

Do you know what it was like to buy a house in 1982? You pulled up your Trans Am to the bank where the picture of President Regan hung on the lobby wall and got your checkbook out of your jean jacket. Then you signed up for a 30-year mortgage with a 17% interest rate!

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Have You Written Out Your Family Values?

Blog

Have You Written Out Your Family Values?

Published by Robert W. Huntley, CFP®, CHFC®, CKA® Founder & Wealth Advisor My youngest is twenty-two and lives in Nashville, TN.  He called recently asking me to send him the list of the family values we kept on the refrigerator when he was growing up.

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