The start of the year is a common time for reflection, and last year was an amazing year in the markets. Despite geopolitical headwinds, the U.S. stock market reached all-time highs and all major asset classes around the globe ended the year in positive territory.
As you settle into the new year, let’s recap some major highlights from last year along with some potential developments to monitor.Read more
This post is the second in a series discussing the ins and outs of life insurance. You can read part I here.
The previous post in this series discussed some of the key differences between term and whole life insurance. My personal belief is that buying term and investing the difference is a superior decision for an overwhelming majority of people. There are a few cases in which purchasing whole life might make more sense for some people. To see a full breakdown of these hypotheticals, check out this blog post.
The post will delve into the reasons many life insurance salespeople promote when selling insurance. Hopefully, this information can help make you aware of the full spectrum of information so you’re better able to make an informed decision.Read more
As many of us began our annual tradition of eating, traveling, and spending time with the family, the stock market embraced the holiday season and reached all-time highs—yet again. November also included some major news in the financial services space along with some highly anticipated product launches and announcements in other sectors. As you watch your favorite holiday movies (my vote is for Elf), sit back and catch up on some highlights from November.Read more
With the holidays right around the corner, many people think about spending time with family, travel plans, and ironically their finances. It might surprise you that finances made that list, but after over a decade in the industry, I’ve learned that the next several months is when people place the greatest emphasis on their finances.
Whether this focus comes from feeling the pressure of accomplishing resolutions before the year ends, or year end deadlines set by the IRS, there are several common ways to help make your year-end planning more effective.Read more