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Monthly Archives: August 2019

Families without Children Need Estate Planning Too by Brendan T. Hayes

Posted August 29, 2019

The once idealized picture-perfect family of two parents and two-and-a-half children has faded, as a growing number of married couples choose to live child-free. According to the U.S. Census Bureau, the number of married couples without children has doubled over the past 45 years and is expected to continue on an upward trend.  Despite the absence […]

2019 Third-Quarter Outlook by Joseph Karl, CFA

Posted August 27, 2019

The U.S.’s current economic expansion surpassed the 10-year mark in June to become the longest in the nation’s history. Economic indicators during the first half of this year tempered fears of an imminent recession and helped stocks recover from their late-2018 levels. Despite our belief that there is room for further economic growth, we are […]

It is Time for a Mid-Year Financial Checkup UPDATED 2019 by Scott Montgomery, CLU, ChFC

Posted August 21, 2019

Mitigating investment risk and preparing portfolios and estate plans for an uncertain future requires investors to meet with their financial advisers on a regular basis, and especially mid-year, to ensure that long-term plans remain on track. Here’s a checklist of topics to consider: Are my investments still aligned with my long-term goals? Whether saving for […]

Avoid the Problems that Can Come with Cosigning Loans by Kathleen Marteney, CRPC

Posted August 7, 2019

Cosigning a loan for a friend or family member can spell financial disaster and ruin an otherwise healthy relationship. While it is not unusual for parents to cosign for a child’s student loans, car loans or even a mortgage, doing so can damage parents’ credit scores and leave them liable for paying off the entire […]

Relatable Finance Episode 25 – What China Means for the US Economy

Posted August 6, 2019

In this episode the relatable finance talk about why China is so impactful to the global economy.   The S&P 500 is an unmanaged index of 500 widely held stocks. It is not possible to invest directly in an index. International investing involves additional risks such as currency fluctuations, differing financial accounting standards, and possible […]

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