by dkelley | Jul 26, 2021 | blog
“Do not regret growing older. It is a privilege denied to many.” – Anonymous Aging is an act that many individuals want to make gracefully. However, it is important to know that risks exist throughout all life stages. Today, let’s focus on risks in the...
by dkelley | Jul 23, 2021 | blog
Q3 2021 Global Asset Allocation Views Market Review Stocks hit new highs as pandemic recedes – equity markets were finally able to hit new highs in June after trending sideways during the first part of the quarter. The latest grind higher was led by big tech after...
by dkelley | Jul 14, 2021 | blog
Inflation! Should I Be Worried? I don’t know about you, but recently every time I go into a store shopping for some item I am in need of there is a little sticker shock. It seems prices are rising on a many of the items we use on a normal basis. Gas prices have surged...
by dkelley | Jun 18, 2021 | blog
Securing the New Normal Historically a company was focused on 4 walls: the walls that encompassed employees, a culture, and a secure environment that houses sensitive data as it pertains to not only your clientele, but also your employees. 2020 taught us that work...
by dkelley | Jun 15, 2021 | blog
How will I decide I am ready to retire? After 40 or more years working, how do you know when is the right time to retire? Is it based on your age 62,65,67,70 or does age have nothing to do with it? Maybe you need to acquire a certain level of assets, one million,...
by dkelley | Apr 12, 2021 | blog
SECURE Act 2.0 Get the Jump on this Legislation As part of our financial wellness focus for a business, we hope to keep you on the forefront of legislation that can impact the financial wellness of your business and your employees. Even in an era of extreme...
