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What a difference a year could make. Already US stocks have recouped most of 2020’s losses linked to COVID-19, and many investors are betting on a continued recovery in 2021. The 2020 downturn broke records for the sharpness of itsREAD MORE

Are annuities a good idea for meeting your investment and retirement goals? It depends. Under certain circumstances, the right kind of annuity can be very helpful. For example, a Single Premium Immediate Annuity (SPIA) can be a great way toREAD MORE

The stock market drop in February and March was the fastest drop of that magnitude on record. The recovery since late March has been equally breathtaking. In fact, many people we speak with are surprised that the broad stock marketREAD MORE

Have you recently been the recipient of a large inheritance? Before you make any substantial purchases or decisions, take some time to think about how to manage inheritance money in a way that can serve you throughout your lifetimeand perhapsREAD MORE

You’re going to be hearing a lot of people talking about how to ‘prepare your portfolio’ for the election results. I could make a case for lots of different possible outcomes, regardless of whom is ultimately elected. At the endREAD MORE

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