by dkelley | Feb 23, 2022 | blog
The Importance of Maintaining Your Financial Records An important part of managing your personal finances is keeping your financial records organized. Whether it is maintaining tax records for a potential audit or to verify your income or a Social Security card for...
by dkelley | Aug 27, 2021 | blog
Job openings available, but Workers unwilling to work! In February of 2020 US unemployment was 3.5%, this represented 50 year low and employers could foresee a possible labor shortage on the horizon. Then the pandemic hit in February of 2020 and unemployment rose to...
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 | Jan 13, 2021 | blog
Q1 2021 Global Asset Allocation Views Review The global economy showed resilience throughout the COVID-19 crisis of 2020, supported by a policy fueled recovery The roll-out of effective vaccines provides a light at the end of the tunnel Large household savings...
