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Tuesday, October 25, 2022

Professor Diamond Release

 

Wednesday, September 28, 2022

Dear Valued Clients,As we are sure you are aware we are experiencing a significant level of disruption in the capital markets globally.  In the U.S. there are several contributing factors stemming from the ongoing impact of the...

 

Monday, May 18, 2020

4 REASONS FOR THE RETURN OF MARKET VOLATILITY Until early 2018, stocks were enjoying their longest period without a five percent pullback in nearly 90 years.1,2 But in early February, that calm came to a sudden and decisive end, as the...

 

Wednesday, March 18, 2020

A TAXING STORY: CAPITAL GAINS AND LOSSES Chris Rock once remarked, “You don’t pay taxes – they take taxes.”1 That applies not only to income, but also to capital gains. Capital gains result when an individual...

 

Friday, January 31, 2020

MORTGAGES IN RETIREMENT Anyone who has gone through the process of mapping out their retirement knows there can be a lot to keep in mind. Saving, investing, anticipating medical costs, and making sure you have enough tucked away for...

 

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Sunday, December 15, 2019

A DECISION NOT MADE IS STILL A DECISION Whether through inertia or trepidation, investors who put off important investment decisions might consider the admonition offered by motivational speaker Brian Tracy, “Almost any decision...

 

Wednesday, November 13, 2019

WHERE WILL YOUR RETIREMENT MONEY COME FROM? For many people, retirement income may come from a variety of sources. Here’s a quick review of the six main sources: Social Security Social Security is the government-administered...

 

Wednesday, August 14, 2019

There’s an old saying, “May you live in interesting times,” and we sure have. Sometimes “interesting” means inspiring and wonderful, but other times, it can be downright scary. Even scarier is when those...

 

Tuesday, June 11, 2019

UNIVERSAL LIFE INSURANCE Universal life insurance is permanent life insurance — that is, it remains in force for your whole life. But universal life insurance has an important difference from other types of permanent insurance:...

 

Tuesday, March 12, 2019

Tip: How Much? Check your Social Security earnings and see an estimate of your benefits on the Web site, www.ssa.gov. Social Security’s been a fact of retirement life ever since it was established in 1935. We all think we know...