September 2020

by | Sep 1, 2020 | Tidbit

If you’re between the ages of 58 and 61 I’m sure you’ve asked yourself if it makes sense to begin receiving social security retirement income at age 62 or to delay it to age 65 or even later. Did you know there are 2 very simple mathematical calculations that will...

August 2020

by | Aug 28, 2020 | Tidbit

Fear of missing out? Does this phrase capture how you feel about the stock market right now? After all, it sure has been on tear since the March correction. And speaking of correction, are you in that camp right now? Absent a long-term plan for dealing with market...

May 2020

by | May 7, 2020 | Tidbit

Some years back I wrote an email to clients stating the economy and the stock market are not always in lock step with each other. Right now appears to be a good example of that. Be patient. Until next time……….stay nimble, be tactical and know what you own.

April 2020

by | Apr 2, 2020 | Tidbit

Covid-19. Shelter in place. Quarantine. Words I never thought applicable to life in the United States. Yet here we are. How we respond to what we know and have learned to date will largely determine eventual outcomes in terms of the illness itself and the return to...

March 2020

by | Feb 28, 2020 | Tidbit

As the Coronavirus continues to impact the globe, health experts in the U.S. have warned that Americans should expect to see a rise in virus cases here at home. Not since the SARS epidemic in 2003 has humanity seen such widespread illness spanning the globe. From a...

February 2020

by | Feb 3, 2020 | Tidbit

Seems like 2020 is starting off a whole lot different than 2019. Volatility’s back. Keep in mind, it’s part of the normal cycle. Corrections happen. Don’t be fooled. As always, stay nimble, be tactical, and know what you...