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What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.

 

Tuesday, December 11, 2018

The gap between setting goals and achieving them can be difficult to bridge. To enhance the chances of achieving personal goals, reminders and motivation are essential; making a New Year’s resolution is simply not enough. A...

 

Monday, December 10, 2018

Last week was a tough week for stocks, with the S&P 500 Index down 4.5%, the worst performance since March. So what are some things investors should consider? To help answer that question, here are five takeaways on the near-term...

 

Thursday, December 6, 2018

More women are working and taking charge of their own retirement planning than ever before. What does retirement mean to you? Do you dream of traveling? Pursuing a hobby? Volunteering your time, or starting a new career or business?...

 

Friday, November 30, 2018

The Social Security program allows you to start receiving benefits as soon as you reach age 62. The question is, should you? Monthly payments differ substantially depending on when you start receiving benefits. The longer you wait (up...

 

Thursday, November 29, 2018

You’re young, have little in savings and likely have no one yet relying on you financially. So why do you need to think about estate management?¹ Here are four great reasons: Estate Strategies: They're Not Just for the...

 

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Tuesday, November 27, 2018

According to Giving USA 2017, Americans gave an estimated $390.05 billion to charity in 2016. That’s the highest total in more than 60 years since the report was first published.1 Americans give to charity for two main reasons:...

 

Tuesday, November 20, 2018

So, you're thinking of going into business for yourself. You have several options available, and all involve some degree of risk. Do you want to create a start-up operation? Perhaps you are planning on buying an existing business. Or,...

 

Monday, November 19, 2018

A flurry of new investment products, the emergence of global investing, the shift from company-funded pension plans to employee-driven retirement plans (like 401(k) plans), and uncertainty about Social Security have all contributed to...

 

Friday, November 16, 2018

Here’s a number that will knock your socks off: $400 trillion.1By 2050, the retirement savings shortfall in eight of the world’s largest economies is expected to reach $400 trillion, according to estimates from the World...

 

Friday, November 9, 2018

Your credit report contains information about your past and present credit transactions. It's used primarily by potential lenders to evaluate your creditworthiness. So if you're about to apply for credit, especially for something...

 

Thursday, November 8, 2018

Massive computer hacks and data breaches are now common occurrences — an unfortunate consequence of living in a digital world. Once identity thieves have your information, they can use it to gain access to your bank and credit...

 

Wednesday, November 7, 2018

Dear Valued Investor: The potential outcomes of the midterm elections have been dominating the news cycle lately, and we know from history that the markets typically do not like uncertainty. With the Democrats taking control of the...

 

Tuesday, November 6, 2018

Facebook, Twitter, LinkedIn—they’ve all fallen prey to hackers who exposed passwords and other personal information for hundreds of thousands of their users. If you haven’t yet had your password stolen, chances are,...

 

Monday, November 5, 2018

Concerns over identity theft continue to grow, especially with news of data breaches at major companies and financial institutions. Unfortunately, you have little control over the hacking of these companies, but you do have control...

 

Thursday, November 1, 2018

Conventional wisdom says that what goes up, must come down. But even if you view market volatility as a normal occurrence, it can be tough to handle when it's your money at stake. Though there's no foolproof way to handle the ups and...

 

Wednesday, October 31, 2018

This modern twist on the Ben Franklin maxim reflects the multiplicity of taxes to which earnings are subject in today’s world.¹ Finding ways to manage expenses is one of the cornerstones of a sound financial strategy. Here...

 

Monday, October 29, 2018

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...

 

Friday, October 26, 2018

Tip: If You’re a Victim. If you think you may have had your identity stolen, take action immediately. Start by contacting the Federal Trade Commission (www.ftc.gov), where you can find information about what to do next. Many...

 

Thursday, October 25, 2018

October has been a rough month for equities, but then again it’s historically been one of the most volatile periods of the year. “October is known for volatility, and we’ve sure seen it so far,” explained Senior...

 

Monday, October 15, 2018

Tip: One key difference between a will and a living trust is when they take effect. A will takes effect when you die; a living trust takes effect when you execute it and begins to operate when you transfer assets to it. Do you have a...

 

Thursday, October 11, 2018

Stocks just had their worst one-day drop since February, as a combination of higher bond yields, U.S./China tensions, nervousness over the upcoming midterm elections, six straight months of gains, and worries about peak margins this...

 

Monday, September 10, 2018

According to the National Association of Women Business Owners, there are 9.4 million women-owned businesses, employing nearly 8 million people and generating $1.5 trillion in sales in 2015.1 Many of these businesses started small,...

 

Monday, September 10, 2018

According to the National Association of Women Business Owners, there are 9.4 million women-owned businesses, employing nearly 8 million people and generating $1.5 trillion in sales in 2015.1 Many of these businesses started small,...

 

Monday, February 5, 2018

Every year the Internal Revenue Service (IRS) releases its list of tax scams, spotlighting the myriad ways that people try to separate you from your money.¹ The “Dirty Dozen” Identity Theft Using your personal...

 

Saturday, January 6, 2018

By default, single women have always taken responsibility for managing household wealth, but the latest in a series of ongoing studies into the attitudes and actions of women around financial topics found that an ever-increasing...

 

Tuesday, November 28, 2017

Presenting the LPL Research Outlook 2018: Return of the Business Cycle, packed with investment insights and market analysis to guide you through all the action we may see in the year ahead. "Return of the business cycle" refers to a...

 

Wednesday, November 15, 2017

By Maryann Ruck of Integrated Wealth Strategies Boulder, Colorado Similar to taking care of your personal health by proactively incorporating healthy habits and annual checkups, you can also take control of your financial health when...

 

Thursday, October 5, 2017

What to Look for in a Financial Advisor Consumers surveyed say top advisor attributes include knowledge, experience and objective advice By Maryann Ruck of Integrated Wealth Strategies Boulder, Colorado When you’ve decided to...

 

Friday, August 4, 2017

Tip: How Much? Check your Social Security earnings and see an estimate of your benefits on the Web site, www.ssa.gov. Social Security’s been a fact of retirement life ever since it was established in 1935. We all think we know...