In the News

Three Key Market Questions in 2020

By Jay Pluimer, AIF® CIMA®

Wednesday, 19 February 2020

We’ve had an interesting start to the new decade as a variety of key economic, political, and investment questions are working together to create market volatility and investor uncertainty. There are a few questions that come up frequently during client conversations and hopefully we can share the research we’ve conducted to find answers. As evidence-based investors we like to look at historical market information so we can inform our views of the present based on what has happened in the past. History may not necessarily repeat itself, but historical data can provide a helpful perspective.

Is Your ‘Financial Pyramid’ Upside Down?

Here’s How to Ensure You’re Focusing on the Right Things
By Kathy Longo, CFP®, CAP®, CDFA
Monday, 10 February 2020

Is Your ‘Financial Pyramid’ Upside Down?

It has been estimated that 11 million bits of data travel across our brains every single second, yet we only process about 50 bits per second. You don’t have to be an expert in Information Theory to understand that this means two things: we simply can’t focus on everything and what we do focus on matters. An excellent example is what we choose to emphasize in our financial lives, yet many people have allowed their ‘financial pyramids’ to be turned upside down.

How To Retire When You're a CEO

Tips for Transitioning Out of a High-Powered Leadership Role and Into the Next Phase
By Kathy Longo, CFP®, CAP®, CDFA
Wednesday, 29 January 2020

How To Retire When You're a CEO

Retirement can be a difficult transition for anyone, but it can pose an even greater challenge for those leaving high-powered leadership roles. Since their positions are so incredibly demanding, CEOs often don’t have the time or focus to plan their next move. Also, since the average age of retirement for a CEO is just 62, that leaves quite a few years to plan for. CEOs also frequently define themselves by their work, which can make retirement feel like a loss rather than a milestone to celebrate.

Understanding the SECURE Act and How it Could Affect Your Retirement

Learn More About the Sweeping Legislation Designed to Fight America’s Retirement Savings Crisis

By Kathy Longo, CFP®, CAP®, CDFA
Monday, 20 January 2020

In May 2019, the U.S. House of Representatives passed the Setting Every Community Up for Retirement Enhancement Act, commonly called the SECURE Act. Designed to help tackle our country’s growing retirement savings crisis, the far-reaching legislation spent months tied up in the Senate. On December 19, 2019, it passed the Senate with a 71 to 23 majority.

Let’s take a look at a few standout provisions of the legislation and discuss what they could mean for you.

Ask Your Spouse These Nine Questions Before You Retire

Planning Together Ensures You’ll Understand One Another’s Expectations
By Kathy Longo, CFP®, CAP®, CDFA
Wednesday, 15 January 2020

Ask Your Spouse These Nine Questions Before You Retire

Nearing retirement is an exciting time. It’s a culmination of your many years of hard work and smart financial decision-making, and many people find it to be an incredibly meaningful and rewarding phase of life. You likely have a host of retirement dreams – everything from where you’ll live to how you’ll spend your days and with whom – but do you know if your spouse has different expectations?

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