Outlook
Financial Planning: Budgeting During the Holidays (and After)
On any given year, the holidays are stressful. But for 2020? That’s cranking it to 11. Beyond the fear and uncertainty of COVID-19, many people will feel an outsized impact this holiday season financially between employment issues and market volatility. However, you can relieve some of this financial stress by making a plan –
11/12 No BondCast – LIVE Update with Ben and Jim
Watch NOW our Live Cast from Thursday, November 12th with Managing Partners Ben Beck and Jim Bode. The purpose of this webcast is to share with our clients and close contacts, another level of communication to provide further context in light of current market and economic conditions. During this livecast you will hear a quick update
Health & Wealth: Healthcare Planning and Open Enrollment Season
A lot has happened this year, so it’s easy to miss that healthcare open enrollment season is upon us. Starting from November 1st through December 15th, this is the open enrollment window for individual and marketplace plans, though other related plans (such as employer-sponsored and Medicare) also usually fall within this window. In this blog,
Homeschooling During COVID-19 and Beyond
If this feels like the most dreaded Back to School season for you as a parent, you’re not alone. Between the risks of COVID-19 and the stresses of choosing between remote learning and hybrid, many parents are looking for temporary or permanent alternatives to traditional schooling. With many parents working from home or becoming stay-at-home
Think You’re Well Diversified? Think Again.
By Benjamin Beck, CFP® Every day people come to us with a stack of statements from wherever they’re investing, whether it’s a no-load fund, or a large wirehouse or some other wealth management firm. Their holdings invariably include a wide-ranging mix of mutual funds, ETFs (exchange traded funds), bonds, some stocks, etc. The prospective client may say something to the effect of “…my portfolio is not doing well, or not doing well enough,” and look at us expectantly for a
Making a Safe and Successful Transition in Quarantine
It may feel like COVID-19 has put everything on hold and made some underlying problems worse. If you’re a financial advisor, you might be feeling this, as your current firm’s challenges are only exacerbated by the pandemic. We offer what we hope to be some inspiration and advice for those looking to make a successful