Financial statements for the first quarter of 2020 are on the way, and because of all the recent market fluctuations you may be feeling nervous about having lower balances in your accounts. Remember, I promise to always place your interests first. I am proactively monitoring and adjusting your investments any time I think it will …
Read this before you open your financial statementsRead More
I’m sure that you are dealing with ongoing uncertainty due to the global impact of the COVID-19 Coronavirus. Whether you’re concerned about your health, your employment, your loved ones, your retirement, or all of the above, it can be hard to take in all the news that’s out there while remaining calm and focused. If …
I’m hearing more about telephone scams where the scammer is pretending to be a government employee. Scammers will try to scare and trick people into giving them their personal information and money. The scammers may threaten victims or their families and may demand immediate payment to avoid arrest or other legal action. What should I …
Regular readers of this space know that the economic experts I trust are confident that we are on the cusp of a recession. The coming recession is a real challenge to your financial goals over the next 12 months. A recession is negative Gross Domestic Product (GDP) growth for two quarters or more. You may …
Three ways a presidential election affects investmentsRead More
We are about three weeks into 2020. If you are like most Americans, you may have already given up on your New Year’s resolutions. About 40 percent of Americans set a resolution and about 60 percent of them fail within six months, according to University of Scranton psychology professor, John C. Norcross. Maybe this is …
We’ve been hearing conflicting reports about whether a recession is looming. A recent survey of 500 Americans shows many are worried about a recession and plan to adjust. If you’re in that category—or even if you’re not—now is a good time to take action to protect yourself in case of a recession. Almost four in …
