Market Review 4Q 2020
The 4th Quarter of 2020 continued a second consecutive period of solid recovery, as the S&P 500 and Nasdaq both rose to reach new all-time highs after the steep drop in March.
Beyond the 401(k): Cash Balance Plans for High-Earning Small Business Owners
For high-earning small business owners, utilizing a Cash Balance Plan can help building significant wealth towards retirement.
Thoughts on the 2020 Election
Access our thoughts on the possible impacts of the 2020 Election and how we can help.
Market Review 3Q 2020
The 3rd Quarter of 2020 continued a solid recovery, as the S&P 500 rose to positive territory for the year after the steep drop in March. Over this time period, the S&P 500 saw an increase of 8.49%, building on the gains from the 2nd Quarter.
5 Reasons to Update Your Financial Plan
Many people find it difficult to plan for their financial future. We understand how common of a concern this is and have made it our goal to solve this problem.
Should I refinance my mortgage?
With mortgage rates dropping to historic lows, this maybe something you have thought about recently. Answering this question and choosing the right structure -can be complicated.