Estate Planning

Markets, Iran, and the Secure Act!

Markets Flat in the Short New Year’s Week & Geopolitical Tension Rising!  Welcome to Year 2020!  This promises to be an exciting year based upon what may transpire with our 2020 Presidential Election and the campaigning over the next 11 months. Typically I do not discuss politics in our blogs, however with the feeling that political […]

Equities Continue to Melt Higher… and What Happens If We Get A Trade Deal?

No surprise hear, that with the talk of a possible trade deal, markets continue to rise.  For the week, the Dow Jones Industrial Average moved higher by 1.24%, the S&P 500 .94%.  The Nasdaq Composite increased .77% however the small cap Russell 2000 took a small step back, down .10%. Over the pond, stocks didn’t […]

Earnings Take Center Stage!

Earnings Take Center Stage! Fed Still in Spotlight Markets Hitting New Highs!!   This week we begin the avalanche of Corporate Earnings reports beginning with the Banking Industry.  After the minutes from last week’s Fed’s meeting and Chairman Powell’s testimony, it is widely believed a rate cut, or 2 or 3, is in the bag!  […]

Importance of Estate Planning

Importance of Estate Planning   During retirement there are three things that can happen. We can live a long time, pass away too soon, or become ill and need some form of extended care. An essential part of your retirement preparation needs to include your completed Estate Plan.   Estate Planning spells out the manner […]

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