by dkelley | Feb 23, 2022 | blog
Market Outlook Markets continued to set records in 2021 with the S&P 500 closing near record highs. 2021 was a tale of three stories. In the first part of the year, markets were driven higher led by cyclicals and small caps. Then came fears over the delta...
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 | 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...
by dkelley | Apr 6, 2021 | blog
What is the Planning Gap? You may recall back in 2008 ING ran a series of commercials showing people carrying around a big orange number that was supposed to indicate the “number” they need to have saved in order to be able to retire comfortably. Today’s world is a...
by dkelley | Jan 19, 2021 | blog
Don’t Stop Believin’ The year 2019 seamlessly gave way to 2020. Many individuals around the world traveled extensively, enjoyed time with family, and grumbled about their daily commute to and from their 9-5 jobs. What happened in March significantly impacted everyone...
