December 11, 2020
3 Financial Resolutions for 2021
by: Darren Brennan, CFP®, CRPC®
As the new year approaches, it is a great time to start making financial resolutions. Here are three ideas to help improve your finances. Increase...
December 11, 2020
What’s Going Well?
by: Jim Kruzan, CFP®, CRPC®
A holiday message from Jim Kruzan, CFP®, CRPC® As you read this, many will be in the throws of holiday preparedness – present wrapping, home...
December 10, 2020
Seeing Through Uncertainty in 2021
by: Mathew Britt, CMT
With the presidential election behind us, many investors are still making assumptions on what the results could mean for the economy and future stock...
December 8, 2020
Kaydan’s Commentary
by: Jim Kruzan, CFP®, CRPC®
THE MARKETS When is bad news good news? Take a look at last week. Major stock indices in the United States hit all-time highs on Friday, despite a...
November 30, 2020
Kaydan’s Commentary
by: Jim Kruzan, CFP®, CRPC®
THE MARKETS Last week, vaccine optimism immunized investors against signs of economic weakness. In previous commentaries we’ve written about...
November 23, 2020
Kaydan’s Commentary
by: Jim Kruzan, CFP®, CRPC®
THE MARKETS The U.S. economy is like a semi-trailer truck. No one likes being stuck behind a semi at a stoplight because big trucks don’t go from...
November 16, 2020
Kaydan’s Commentary
by: Jim Kruzan, CFP®, CRPC®
THE MARKETS Vaccine can be a powerful word. It’s worth 14 points in Scrabble (42 on a triple word square) and, last week, it was worth a whole lot...
November 9, 2020
Kaydan’s Commentary
by: Jim Kruzan, CFP®, CRPC®
THE MARKETS It’s said markets hate uncertainty, but that wasn’t the case last week. Despite tremendous uncertainty about the outcome of the...
November 3, 2020
Kaydan’s Commentary
by: Jim Kruzan, CFP®, CRPC®
THE MARKETS Last week, financial markets and economic data told very different stories. Reviewing economic data is a bit like looking in a rearview...