It’s hard to believe we are entering the year 2020. I can remember as an adolescent thinking that 2020 was so far in the future (I would be turning 60
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In the final edition of our Social Security series, Kim provides useful information for widows and widowers. Social Security for Widows Transcript Welcome to Technical Tuesday with Financial Services Advisory.
Giving away hard-earned cash/stock/etc. to charity is one of the most rewarding investments you can make. As well, those who give to others are usually rewarded in the form of
This is the time of year when spirits are lifted in anticipation of the holiday revelry to come. Historically, the joy of the season has extended to the stock market,
In this edition of our Social Security series, Kim provides information on benefits for people who are divorced and shares some strategies. Social Security for Divorcees Transcript Hi.
Financial advisors come in all shapes and sizes. Some work with broker-dealers (such as Charles Schwab or Fidelity); others work with independent Registered Investment Advisors (such as FSA). When calculating
Here we go again. By this time next year, we will all have survived another presidential election. But a year in the political process can seem like an eternity with
After a strong first half, stocks take a breather in the third quarter. Ron Rough, our Director of Portfolio Management, gives an update about the catalysts affecting the market and
The open enrollment period for Medicare begins October 15, running through December 7. The changes made during the period take effect on January 1 the following year. When enrolling in
The returns from stocks in the first half of the year were the strongest we’ve seen in over 30 years. So it should not be surprising that markets cooled off