Blog

Have you thought about making changes to your 401(k) program? As a plan sponsor, you may be thinking about the following issues:1Should our plan offer our employees more investment choices? How can we make the plan more user-friendly?...

Life doesn’t stand still. Neither do your life insurance needs.If you have a quote or policy and haven’t reviewed it lately, you may be surprised to discover that what worked for you then may not not meet your needs now...

May is a month to celebrate the older Americans in our country and honor their lives and the accomplishments they still have ahead of them.Older Americans Month was established in 1963 by President John F. Kennedy to bring awareness to...

Over the next several weeks, we will hear from corporate leaders as they update investors on their first-quarter financials and provide a glimpse into the rest of the year.But this quarter, the actual financial results may be of only...

April marks the start of Financial Literacy Month, a nationally recognized movement to promote and support financial understanding in children and teens. For many, it's a fantastic opportunity to teach and connect with their children...

The Cookie Monster in all of us will have to learn a little restraint this year. In what is becoming a familiar story, supply chain issues have hit yet another beloved American staple: Girl Scout Cookies.Specifically, some fan-favorite...

Are you saving for the future?People often come to me asking for financial guidance. Some want to know how to invest or diversify the money they’ve saved, but others admit to me they’re just not sure how to save. If...

Stay up to date with our Weekly Market Commentary, feel free to share with your friends and family so they can keep up and have one place to go for thorough updates!

The stock market can provide some head-scratching moments, which is why I like Warren Buffet’s quote, “...don’t watch the market closely.”Stocks have been strong this year, and they rallied sharply before...