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Timely and topical information to help you stay informed

Living Well Series - 2020



Retirement: A Purposeful Approach

Planning for retirement goes beyond how you’ll spend your time. You’re also probably thinking about maximizing social security, whether you’ll downsize, ways to stay mentally and physically fit, when to update your will, and how to weather market fluctuations. Read More



Doing What's Right For You

You have goals and expectations about your financial investments. You want a plan that helps you prepare – for anticipated benchmarks and also for unexpected life events. Read More


Your Investment Plan: Getting it Done: January 2020

Your financial life requires thoughtful attention. Perhaps you want to know more about developing a diverse portfolio, tailored to fit your unique goals. Read More



Managing Your Investment Puzzle - November 2019

Every component is an important part of your investment puzzle and ideally, you want every piece working together toward a common goal. Your goal! Read More


Gray Divorce - October 2019

According to the National Center for Health Statistics and the U.S. Census Bureau, divorce after 50 has doubled since 1990. Couples who have been together for many years tend to have more shared resources and the financial implications of a split can be complicated. Read More


What'sOn Your Horizon - July 2019

Occasionally, life throws a surprise at us. A job lay-off. A divorce. An illness or injury. These occurrences can impact you financially. But you don’t have to navigate these situations alone. It’s important to plan for what you see ahead, but also for what you can’t anticipate. You want a financial strategy that encompasses unexpected events, as well as helping you achieve specific objectives. Read More

Financial Insights



Wells Fargo Investment Institute: 2020 Midyear Outlook - Recession, Recovery, and Resilience

When we set our 2020 investment theme of resilience last December, we foresaw market volatility and a vulnerable late-cycle global economy. But we did not anticipate the most serious pandemic in a century - and likely the fastest to develop in human history. Read More


Four steps of successful investing

Uncertainty is always part of investing. One key to success is how you deal with it. We recomment four steps for investors to prepare for what could be ahead. Read More





First Trust - May 18, 2020 - How Are We Going To Pay For All This?

The largest federal budget deficit since World War II cameback in 2009, as slower growth and increased government spending during the subprime-mortgage financial panic pushed the deficit to 9.8% of GDP. This year’s budget deficit will, quite simply, blow that record out of the water. 2020. Read More



Wells Fargo Investment Institute: How can emotions influence investment decision-making?

Investors are not always rational; both cognitive and emotional biases influence our decision making. Read More




Wells Fargo Investment Institute - State of the Markets: 4 Reasons for Optimism

Coronavirus is both a public health crisis and an economic crisis. Unfortunately the two work almost directly against each other. Read More




A Study of Market Declines: Why staying the course may be prudent in the long run

When markets decline significantly, it can be unnerving. Although past performance icannot guarantee future results, history illustrates that staying the course may be prudent. Longer holding periods, historically, have led to better results.  Read More




Money: A Love Story

There are moments in your life when you realize money can indeed buy happiness. It’s the joy you feel when you get the unexpected bonus at work. Or the cash in your hand when you sell a car. Or the pleasure when a stock you took a risk on quickly doubles or triples in value. Read More