Resource Center

A large part of our time is spent reading economic and market insights and educational content from many different sources. Here's what we're reading about today.


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Coronavirus Ups The Ante

February 2020
Efforts to contain the coronavirus, such as travel restrictions, quarantines, and factory closures, have weighed on global equity markets. As of this writing, the S&P 500 is down 7.5% off its February 19 high.


When Should you Plan to Collect Social Security?

January 2020
One of the most important decisions to make as retirement gets closer is when to start collecting Social Security benefits. The fact is, there is no single “best age” to begin — and the timing you choose will depend on your unique financial and personal situation. Here are five questions to ask yourself when trying to determine the right time to claim Social Security benefits.


The 14 Most Romantic Holiday Destinations for Couples

January 2020
While many people opt to spend the holidays with family, lots of couples choose to use their hard-earned vacation time to step out into the world and go on a winter adventure for two. And, it turns out, winter can be one of the best times to travel. For many destinations around the world, winter is the so-called “off season,” where couples can take advantage of lower hotel prices and fewer crowds.


2020 Outlook: A Call for Resilience

December 2019
2019 was largely characterized by a tug-of-war between substantial geopolitical drags and offsetting global monetary policy easing. The third slowdown of this expansion took hold at midyear, once again creating concerns about the timing and cause of the next recession. Ironically, almost every asset class this calendar year has delivered positive returns, despite these concerns.


Five Basic Estate Planning Documents

December 2019
A comprehensive estate plan involves more than just a will. Here are the five basic documents that everyone should consider.


State of the Markets

August 16, 2019
Even by August standards, when market liquidity declines and volatility often rises, this month is delivering a larger than normal amount of unusual events. The escalation of the U.S.-China trade conflict on August 1 and subsequent delay of newly proposed tariffs on August 13; the U.S Treasury's labeling of China as a currency manipulator, the first use of that designation in 25 years; and unrest and protests in Hong Kong shutting down major transportation arteries—coupled with already slow global growth—all have markets concerned about the path forward.


2019 Tax Planning Tables

April 23, 2019
A helpful resource with important 2019 tax deadlines, tax rate schedules, retirement plan limits and more.


Reimagining Retirement – Generational Strategies for 21st Century Challenges

April 22, 2019
How will you spend the last third of your life? Will you continue to work in your current job? Start a business? Volunteer your time? Spend more time with family and friends? Travel the world? Many retirees are living longer healthier, and more active lives, but there are challenges to living the life you image. No matter your age, reaching your retirement goals means planning for them now.


How to Raise Kids With Money Smarts: Talk About It

March 12, 2019
Modeling good financial habits and talking with your kids about money can help them learn lifelong lessons in money management.

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