Insights
By: Bridget McDermott, CFP®
Do not expect to receive a letter in the mail reminding you to enroll in Medicare.
By: Brenda McRae
If your son or daughter is a high school senior, you are no doubt entering a summer full of excitement getting your student ready for college.
By: Jeanne Kelsey Fritchley
For those who watch the big thoroughbred races this time each year, you’ve witnessed history.
By: Bridget McDermott, CFP®
Back in 2015, new social security rules were signed into law that closed two very lucrative loopholes for a majority of Americans – (1) File &
After a bruising fourth quarter 2018, we just witnessed the best Q1 since 1998 and the best quarterly S&P 500 return since 2009.
By: Bridget McDermott, CFP®
In preparation for my career as a financial planner, I took classes such as tax, retirement planning, risk &
John (Jack) C. Bogle passed away on January 16, 2019, he was 89 years old.
Well, that escalated quickly. 2018 is in the books with the first negative stock market performance since 2008.
By: Dustin Barr, CFA
As humans, we are innately wired to repeat behaviors that have proven beneficial.