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When Should I Start Claiming Social Security?

Determining what age to begin claiming your Social Security benefit is a big decision. Do you claim early at age 62? Take it at your full retirement age? Delay until you’re 70 years old? Or any age in between?  There are a wide variety of factors that can go into your final decision, and we …

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Market Commentary: Hanging Tough

Stocks fell for the second consecutive week, but the losses were quite manageable. In the face of banking and economic concerns, stocks are holding the line. Stocks tend to lead the economy, so just because the economic headlines are poor now doesn’t mean they will be in the future. Stocks …

Market Commentary: Stocks Defy Negativity

In the face of more regional bank crashes and numerous worries about the economy, the stock market continued to hang tough. In fact, stocks have rallied late for two consecutive weeks. Stocks continue to defy the negative sentiment and look ready to move higher. A common narrative is only f …

6 Tips to Create a Healthier Relationship With Money

Does the word “sale” send you running to your wallet? How many half-priced clothes hang in your closet with the tag still on? How many uncomfortable shoes did you buy solely because they were on sale? When thinking about money, do you feel stressed? Tense? Controlling? Confused? Like you ha …

Market Commentary: Is Anyone Bullish?

Stocks have had a great start to 2023, and the economy continues to surprise to the upside. In particular, China is showing improvement. If one of the world’s largest economies is quickly advancing, what does that do for the odds of a U.S. recession? Our base case has always been the U.S. w …

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