Latest News

Your Emergency Fund: How Much Is Enough? September 10, 2020

Read More

Four Really Good Reasons to Invest August 6, 2020

Read More

Cheat Sheet to Sending your Child to College July 15, 2020

Read More

Market Timing and Your Investment June 5, 2020

Read More

Spending Triggers May 5, 2020

Read More

Pullbacks, Corrections, and Bear Markets May 5, 2020

Read More

April is National Credit Union Youth Month! April 24, 2020

Read More

Financial Self Care April 16, 2020

Read More

How Will COVID-19 Impact Market Outlook? April 8, 2020

Read More

What You Should Know About the Stimulus Checks April 2, 2020

Read More

Bond Strategies for a Period of Rising Rates

MARKET VIEW Bond Strategies for a Period of Rising Rates May 7, 2018 Not all bonds have reacted the same during previous periods of rising rates. In Brief: The 25-year “bull market for bonds” generally has been a period of declining rates, but there have been eight periods when rates rose sharply. The performance of […]

The College Fund

mom and daughter

When parents bring a child into the world they undoubtedly have hopes and aspirations for that new baby. For many they hope that their child will seek an education after high school. If saving for college is one of your goals, it is important to understand that the cost of education continues to rise with […]

Women and Wealth

Car Loans Reno

As a woman, you probably have a lot of responsibilities! And in the process of managing all your responsibilities I have found that a women’s own needs can get lost in the day to day shuffle. Your financial plan is a good example of this because women have some unique challenges that make financial planning […]

The Tax Reform Everyone’s Talking About

I know that many of my clients have been reading and talking about the tax reform that Congress recently passed—which is the most significant tax overhaul in decades, the Tax Cuts and Jobs Act. You may be seeking some clarity on the changes and how they may impact you. I have included this guide from […]

What’s Up With Bitcoin?

Bitcoin is a hot topic right now. Here are some details that explain what it is and why it has caused so much buzz. For the full article, click here. This year, Bitcoin has become an increasingly hot topic as its price has gone from around $1,000 to over $11,000. As the Bitcoin website describes it, […]