15 Mar You’re the Executor. What’s Next?
Cheryl had just changed clothes after a long day commemorating her sister Lucy’s life. There was a funeral and a...
Archive
05 Oct An In-Depth Look At The Markets Through The Third Quarter
Many investors, including this one, spent a good portion of the 3rd quarter waiting for a market pause or retracement...
16 Sep Have Your College-Bound (Adult) Children Done Their Estate Planning?
It may seem odd to be asked about doing estate planning for college students when they probably have few if...
06 Jul An In-Depth Look at the Markets through the 2nd Quarter
Markets bottomed in late March and, despite a few, short setbacks, spent most of the next three months recovering much...
05 Jul Politics & The Market
"Market reactions to elections are often much less - or different - than one might expect." In this video, Brad Swinsburg,...
22 Apr When a Bear Market Interrupts Your Plans for Retirement
You may have seen it before. Perhaps it was a colleague, 12 years ago, who was planning to retire at...
15 Apr How COVID-19 and the CARES Act Impact Financial Planning
There are changes that are coming every day as we continue to deal with the effects of COVID-19 in our...
04 Apr Market Recap & Outlook | An In-Depth Look at the 1st Quarter of 2020
It seems hard to fathom, but it was only a little over a month ago on February 19th, that the...
03 Apr Summary | First Quarter 2020
“Things turn out best for people who make the best of the way things turn out” This quote from one of...
03 Apr On the Horizon: COVID-19 & the Market Impact
It is painfully clear that the coronavirus, Covid-19, is by far the most important issue impacting markets (and our world...
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