Market Commentary: More New Highs and a Jobs Surprise
What a first half it was, as the S&P 500 was down close to 20% at the April lows and incredibly have come back to new highs already, one of the fastest recoveries ever.
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Financial Spring Cleaning – Getting Your House in Order
Published by Teresa Milner The snow has melted away outdoors, neighbors are cleaning up their yards/gardens and you’ve discovered that dust has settled in many areas of your house. While these areas deserve your time and attention to rid them of grime build up, it’s also a good time to chec …
A Victory for Trust, Transparency and Accountability
Published by Omani Carson | @RCHusker Many financial advisors are worried about the new Department of Labor (DOL) rule requiring them to put their clients’ interests above their own financial gain when offering individual retirement advice. One big concern is that compliance will be burdens …
Common Questions: Wills v. Trusts
It can be a confusing process for the uninitiated when it comes to estate planning. Do I need a will or a trust? What is a trust? What is probate? What will happen to my assets when I die?
How Saying ‘No’ Can Help You Thrive
Published by Omani Carson | @RCHusker At our firm’s annual retreat, we set our most important goals for the coming year. During one recent retreat, I held up a sign above the list of goals. It said, “No new.”
What True Wealth Means to Me
I feel wealthiest when I’m surrounded by my loved ones and dear friends; those who have shared laughter and tears, joys and sorrows, successes and failures. The ones who I can see every day or never at all, but still feel like we share a life.
Importance of Long Term Care & Disability Insurance in Your Financial Plan
What is a financial plan? I define it as a road map to a confident financial future. Risks are identified, planning opportunities are strategized and the likelihood of accomplishing all financial goals is increased.
