facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Bridging the Gap

Between industry news and personal experience.

Keeping Emotions at Bay During Virus Volatility     Thumbnail

Keeping Emotions at Bay During Virus Volatility

Keeping Emotions at Bay During Virus Volatility Fear, uncertainty, volatility, panic—these emotions are nothing new to the world of investing. In fact, they seem to reappear on a fairly consistent basis. The outbreak of Covid-19 has brought them back with a vengeance, but wise investors know how to stay the course, keep their emotions in check, and take advantage of new opportunities.

Read More
Leave a Lasting Legacy: Consider Your Impact on the World Thumbnail

Leave a Lasting Legacy: Consider Your Impact on the World

Leave a Lasting Legacy: Consider Your Impact on the World Although there is a significant financial component to leaving a lasting legacy, it encompasses so much more than just money. It’s easy to get stuck in a pattern of living life day by day, but your legacy isn’t something you make time for; your legacy consists of the choices you make every single day. It’s about how people will remember you and the impact, both financial and personal, that you have on your family, friends, community, and the world. No matter how old you are, it’s worth taking the time to consider the legacy you’d like to leave in each of the following areas.

Read More
What the SECURE Act Means for Your Retirement Thumbnail

What the SECURE Act Means for Your Retirement

On December 20th, 2019, the Setting Every Community Up for Retirement Enhancement (SECURE) Act became law. As the name implies, this law intends to make it easier for Americans to save for retirement. Though this may sound simple enough, as with most laws, the reality is far more complex. The SECURE Act includes changes that affect everyone from beneficiaries of retirement accounts to those with student loans, but the SECURE Act is most likely to affect those either approaching retirement or recently retired. Your unique financial situation will dictate exactly how the SECURE Act will impact you and your retirement plan, but there are a few key changes that everyone should take note of when planning for retirement.

Read More