History tends to repeat itself, and when the market struggled this summer and the Federal Reserve cut interest rates, an all too similar fear began to sneak back into investor’s minds… Market meltdowns are always unsettling, but for investors who...

Recently, the yield on 10-year Treasury notes dropped below that of the 2-year U.S. notes for the 4th day over the past two weeks. Simply put, this means an investor is willing to take less interest for a long-term investment...

Since 1950 stocks have averaged 10.8% annually and bonds have averaged 6.2% annually. This is not new to most of us. We know that over the long term stocks outperform bonds. So why do we use bonds? There are 2...

How social security works and when the best time to claim your benefits are can be overwhelming and confusing. Check out this article pointing out the top 10 myths associated with Social Security. Click here to read it. If you...

A few years ago, we got a call from Lisa. Her husband had tragically had a heart attack and passed away. They had just recently become clients. Ricky and Lisa were retired educators and were living comfortably off of their...