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Information provided on this page is informational only. Please review your financial situation with a qualified financial professional before taking action

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What's the Deal with GameStop? - Understanding Its Recent Run-Up

If you've been following the stock market over the last few days, or just the news in general, one of the most talked about stories is the meteoric rise of GameStop's stock. A stock that was trading around $20 at the start of the year rapidly rose to over $400 in just a matter of days. How is this possible? There are a few reasons why the stock has risen so rapidly. But we strongly suggest avoiding jumping into the fray.

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Should You Diversify Your Investments? - Why Diversification is Key to Prudent Investment Management

Most people cannot live on Social Security or a pension alone. Investing and saving for the future in retirement accounts, like 401ks or IRAs, is key to funding a long and happy retirement. But this begs the question of what should you be invested in? In the news, we hear a lot about the outperformance of certain tech companies like Apple, Amazon, Facebook, and Microsoft. Does it still make sense to diversify in today's investment environment? We believe the answer is a resounding yes, and the most recent quarter helps exemplify that fact.

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How Often Should I Rebalance My Investments? Especially in a Wild Year Like 2020!

Having an investment strategy is a key part to any comprehensive financial plan. At a high-level, this includes setting a target mix of stocks vs. bonds for your portfolio. But how often should you be rebalancing back to your targets when things inevitably drift higher or lower? Especially during an incredibly volatile year like 2020 where we've seen precipitous stock market drops followed by record highs later in the year - should you look to rebalance every week, month, or annually? How far off from the targets do you have to be to warrant a rebalance?

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Stock Plans and the Stock Market - How to Manage Your Stock Plan During Market Volatility

If you've been following the stock market at all, you know that it has been a bumpy year. After hitting record highs in February, when the coronavirus became more severe the market dropped precipitously shortly after, only to recover much of its losses since hitting lows in late March. As financial planners, a big part of our job is to help our clients navigate the uncertainty and help them stay the course to reach their long-term financial goals.

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Should You Buy an Annuity? - When an Annuity is (and is not) the Answer

Annuities. Often considered a dirty word to both financial planners and consumers alike. As financial planners, we have seen many annuities sold to people who later regret the purchase. Whether they are high in fees, inflexible, or just not quite what they thought it was, many times these purchases come with buyers' remorse. Like any tool in a toolbox, an annuity is just another weapon in a financial planner's arsenal when it comes to crafting a complete financial plan. However, you have to understand what the annuity will and will not do. Annuities certainly have their uses, but we find they are often too broadly recommended, or incorrectly avoided, based on preconceived notions about the product. Here's what to consider when deciding whether to buy an annuity or not.

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