National Debt And Stocks

National Debt And Stocks Question: Are you concerned that with the national debt that the value of our stocks could drop dramatically, and what can be done to safeguard such a drop? *Response was given in January of 2021. Response: The bill for the COVID 19 response is going to have to be paid for by someone. The US national debt per working individual at the[...] Continue reading

What Is a Registered Investment Advisor (RIA)?

What Is a Registered Investment Advisor (RIA)? When choosing a financial advisor, you want a professional working with your best interests in mind. By partnering with a fiduciary, you'll have the support of a financial advisor who is legally bound to act in your best interest. RIAs are fiduciaries registered with the Securities and Exchange Commission (SEC) and can[...] Continue reading

Quarterly Newsletter 4th Quarter 2020

     Melt Up   by Daniel Eye  Market Update U.S. and global equities advanced by double-digits in the fourth-quarter, posting their third-straight quarter of gains since the deep declines in February and March. Positive vaccine developments played an outsized role in setting the tone of the markets. Market optimism was also underpinned by a[...] Continue reading

Changes are coming to Social Security for 2021

Social Security can be confusing. There are so many decisions to make – coordinating benefits with your spouse, when to start collecting benefits, and more. That’s why we hosted a webinar to cover your questions about Social Security planning issues. And there are some important changes coming to Social Security in 2021 that we want to highlight: Social Security[...] Continue reading

Overlooked Stocks Poised to Perform Amid COVID-19

Since the start of the global pandemic in Q1 2020, investors and analysts have of course kept a close eye on how COVID-19 impacted stocks and sectors (negatively and positively). On one hand, it’s no secret that some sectors, such as transportation and tourism, took a massive hit, while sectors like healthcare and technology have performed quite well over the year. As[...] Continue reading