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Is $40 Trillion a 'Trend'?

ESG - Is it a Trend or an Evolution?

New Opportunities for Life Insurance
January 15, 2021

I think just about everyone is happy to put 2020 behind them and look forward to this new year of 2021. The pandemic, summer of protests, and election have exhausted everyone. The new year can give us perspective and focus on what is important like our loved ones.

Weekly Market Commentary

January 19, 2021

The Markets

Investors were rocked by economic data showing the economy hit the brakes hard in December.

Budget Planning for the New Year

As we begin in 2021, there’s no better time to get your finances in order, starting by creating a budget.

Weekly Market Commentary

January 11, 2021

The Markets

The event at the United States Capitol building had a resounding impact around the world, but it didn’t deter global stock markets.

How To Be a Responsible Credit Card User

No need to be afraid of credit cards—if you use them wisely. Follow these guidelines to help you charge responsibly.

Weekly Market Commentary

January 4, 2021

The Markets

Last week was the cherry on top of a turbulent year for investors.

Best Practices for Data Security

January 1, 2021

One of my all-time favorite movies is Mel Brooks’ classic 1980’s Star Wars-inspired spoof: “Spaceballs.” Other than being hilarious, it can teach us some life lessons. For example, never underestimate the power of the Schwartz, buckle your seat belt before going to ludicrous speed, and absolutely do not hit the self-destruct button unless you really, REALLY mean it. And of course, when it comes to security, do not use the password combination 1, 2, 3, 4, 5.

Weekly Market Commentary

December 28, 2020

The Markets

U.S. stock markets remained calm as a fresh chapter opened in the coronavirus stimulus saga last week.