Market Month: July 2016
The Markets (as of market close July 29, 2016) Following an initial downturn largely in response to June's Brexit vote, equities rebounded during the month of July. The first full…
Digital Assets and Your Estate
http://www.youtube.com/embed/Jk2LSkuyjLw Defining Digital Assets Digital assets can be loosely defined as any online or electronic records, art, images, emails, creations, files, accounts or subscriptions that are owned by an individual.…
Quarterly Market Review: April – June 2016
The Markets (as of market close June 30, 2016) In the world of equities, the second quarter of the year was anything but dull. April saw the large-cap S&P 500…
Market Month: May 2016
The Markets (as of market close May 31, 2016) Following an up-and-down path similar to what occurred in April, the indexes listed here ultimately closed the month of May higher…
Market Month: April 2016
The Markets (as of market close April 29, 2016) Despite a poor close to the month, the indexes listed here improved in April (with the exception of the Nasdaq) compared…
Making a Financial First Aid Kit
http://www.youtube.com/embed/j1FEYlXOKFY Disaster preparedness is a practical step everyone should take to keep themselves and their family safe during all kinds of emergencies. And while having water, canned goods, and medical…
Quarterly Market Review: January – March 2016
The Markets (as of market close March 31, 2016) The first quarter of 2016 started with a whimper as equities suffered several weeks of losses. However, as March came to…
Social Security Maximization for Married Couples
http://www.youtube.com/embed/WBt6WVasEKM You may have heard rumors that there were major changes made to Social Security when Congress passed the Bipartisan Budget Act of 2015. While it is true that big…
Market Month: February 2016
The Markets (as of market close February 28, 2016) Following steep declines in January and a rocky start to February, equities rebounded by the end of the month to finish close…
Understanding the Three Basic Types of Life Insurance: Term, Universal and Whole Life
http://www.youtube.com/embed/MMt9SVvkzvQ While there are many different aspects of life insurance policy design that you’ll want to understand before you take out a policy, the most fundamental thing to know is…
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