Blog Investment & Financial News

Current Conditions

Not since the precarious days of 2007 has the market gone so long without corrections of 5%, 10%, and 20%. Is the streak about to end? Geopolitical speculation is running rampant (think Middle East, Ukraine, Scotland, etc.) and September-October has a bad reputation. A dozen of the Dow Jones Industrial Average’s 20 biggest one-day drops…

New Baby? Saving for their Future and Yours

Congratulations! You are the proud parent of a bouncing baby boy or girl. Better yet, maybe one is on the way. Suddenly you feel compelled, almost inexplicably to start them a savings plan. You might have even searched the internet for “Educational Savings Accounts” and had this come up. I hate to burst your bubble,…

I’m Getting Divorced. Who Can Help Me?

If you are going through a divorce right now, chances are high that you have a lot on your plate dealing with the death of your union. If you are the spouse who didn’t have much to do with managing the finances, you’re probably just now trying to learn what all of these things are…401(k),…

Dealing with Times of Transition

I am putting together a series of blog posts on dealing with times of transition. These are not meant to “put a bow” on a complex situation, but to highlight a couple of items that are easy to miss when you are making complicated decisions that have long term consequences in a time when you…

Update from Yale

Every year LPL’s Advisory leadership takes over one of the premier business schools in the country. Active professors take advisors through the cutting edge of finance in academia. It is the most worthwhile conference of the year for me. This year, the top 125 Advisory practices at LPL took over the Yale School of Management.…

This is Why We Plan

Plan with the ‘why’ in mind– this is my new mantra and if you’ve ever had a difficult time reaching one of your goals, maybe it should be yours too.   So many times in our lives, we focus our energy on the process or the ‘how’ of planning–for instance, “how am I going to…

Dana Gailan earns his CFP(R)

Dana Gailan has received the Certified Financial Planning (CFP) designation. To earn this designation, an individual must meet education, examination, experience, and ethics standards established by the Certified Financial Planners Board of Standards (CFP Board). Find out more about the CFP marks here. Congratulations Dana on this great accomplishment!

Mistakes When Making Your Deferred Compensation Elections

You know the drill—every year the same difficult, complicated decisions about your Deferred Compensation must be made. How will you receive it? Over how many years? Averaged out or all at once? And once you make this decision, you are stuck with it. What we see most often is the decision being delayed until the…

Company News

New Client Portal Experience

Changes Coming in Early 2022 to Your Financial Portal

What We are Thankful For

Changes Coming in Early 2022 to Your Financial Portal

2021 Turkey Trot

Market Commentary

2021 4th Quarter Investment Commentary

2021 3rd Quarter Commentary

2021 1st Quarter Commentary

2020 4th Quarter Commentary

2020 Third Quarter Commentary

Retirement Planning

Medicare Open Enrollment for 2022 Begins October 15

Taking Advantage of Employer-Sponsored Retirement Plans

The Huge Cost of Doing Nothing

Time is Running out for the SIMPLE Retirement Option

Train for Your Financial Success

Tax Planning

2021 1099 Release Information

2022 Key Financial Data

2021 Year-End Tax Planning

Capital Gains FAQs

What is my Tax Bracket?

Cyber Security

Cybersecurity 101

New Changes to Web-Portal Password Requirements

Equifax Data Breach Update: Make a claim today

Cybersecurity 101

Beware of Phishing