Blog
CCRC – A Growing Trend in Senior Housing
Over my 34 years in the financial services industry I have witnessed many trends driven by demographics. The latest trend involves moving out of a longtime residence to a continuing care retirement community (CCRC).
Outlook 2018 | Return of the Business Cycle
Over the past eight years, extraordinarily accommodative monetary policy has served as the primary catalyst for spurring continued economic growth in the U.S. and around the globe.
Midyear Outlook 2017: A Shift In Market Control
An important shift has taken place in this economic cycle.The Federal Reserve (Fed) was finally able to start following through on its projected rate hike path, raising rates twice in just over a three-month period.
9 Essential Estate Planning Documents
Dying intestate (without a will) leaves your heirs with a potential mess. And yet, 64% of Americans die without one, says a recent Harris Interactive poll for RocketLawyer, a legal website. The number one reason people haven’t created a will is that they haven’t...
Outlook 2017: Gauging Market Milestones
In 2016, financial markets, the economy, and geopolitics experienced an unusual number of milestones that have come together to influence the investment landscape: a new president and administration.