Blog

Market Update July 2018

For as many headlines as there have been recently, whether it be tariffs, or Brexit, or tweets, not much has changed in my opinion of the stock market. The market seems very range-bound, reinforcing my belief that the summer could be fairly flat for the stock market,...

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15 Minutes to Financial Fitness

15 minutes to financial fitness is simple - quick, practical tips to create meaningful improvement in your financial life. Improving in most areas of your financial life is SIMPLE, but not EASY. Each of these tips should take you about 30 seconds to read – that’s 15...

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Market Update June 2018

Happy summer!  Many of us take time off over the next few months, and the stock market often seems to do the same.  It wouldn’t surprise me at all if the S&P 500 is about the same value on Labor Day as it was on Memorial Day, although there could be some rallies and...

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The Time Tested 7 Step Custom Financial Planning Process

Plan your future with confidence alongside a concierge-level Signature Wealth Advisor. Retirement can be a stressful time for a lot of people, mainly because it can be difficult to ensure that you are sufficiently prepared with your finances. Because your needs can...

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Life Planning – Preparing for Your Lifestyle as a Retiree

When it comes to retirement, you’ve likely squared away the financial side of things. Saving up for your nest egg is one of the most crucial things you can do to ensure that you’ll live your golden years in comfort and security. But what about your mental state? Are...

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Retirement Secrets to Improve Health and Happiness

Retiring and staying retired ranks high on working American’s list of priorities. Our endgame is retirement - the faster we get there, the better. Retirement makes life worth living, right? We dream of doing all the things we want to do and none of those we don’t. So,...

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Market Update May 2018

After the steady upward trend of 2017, this year has felt like a real roller coaster ride.  We’ve been bouncing between the 2600-2800 level on that index for a while, with the exception of the quick run up in January, followed by the equally quick pullback in...

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Retirement Insurance Options

As you begin to understand the expense of healthcare in retirement it is important to understand your retirement insurance options. One or more of these options may appeal to your anticipated health needs and budget. Talking with a professional offers insight and...

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Market Update April 2018

With the return of volatility to investment markets, I thought I’d give you a brief update on what I am looking at and looking for. According to Mike Gibbs, Director of Portfolio and Technical Strategy at Raymond James: “Since the S&P 500 peaked at 2872 on January...

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