Blog

f your finances are not where you would like them to be for retirement, what can you do about it? April is Financial Literacy Month. This is a great time to start picking up the pieces and learn how to retire with confidence. After all...

Are your financial goals well-defined? While "I want to have lots of money" may sound like a great goal, it's just too vague. How much is "lots?" If you don’t know … how will you know when you have it? And will the "lots"...

Spring is here! And soon the landscape will turn greener and the weather warmer. Perhaps you are already thinking about what you would like to do – the trips you could take, that new look for your yard or your garden, a day at...

Tomorrow is St. Patrick’s Day, the annual celebration of Irish culture! Celtic music, Irish pastries, corned beef and cabbage, the camaraderie, and the wearing of the green are just a few parts of the holiday we look forward to...

Monthly Market Insights | March 2021 The burgeoning economic recovery and decreasing number of COVID-19 infections lifted stocks during the month. Tired of following COVID-19 safety protocols? You have pandemic fatigue. Here's what to...

Powell Testimony Calms Investors Concerns over rising long-term bond yields and inflationary pressures were eased by two days of testimony by Fed Chair Powell. Powell reiterated the Fed’s intention to stick with its near-zero...

It can be easy to overlook the nation’s solid economic fundamentals when the financial media splashes stories every day about an army of amateur traders, short-selling mania, and initial public offerings (IPOs) that double in...

Retiring in a Post-Pandemic World Imagine your ideal post-pandemic retirement with this hopeful, animated video. Learn More Dreaming Up an Active Retirement When you retire, how will you treat your next chapter? Learn More Here's...

Despite the positive trends in COVID-19 data, volatility began to return to the stock market in the final days of January, as retail traders set their eyes on GameStop (GME) stock and other heavily shorted securities, captivating the...

Former Federal Reserve chair Janet L. Yellen was sworn in as the 78th Secretary of the Treasury on January 26, 2021. This was a moment for historical reflection, as Yellen is the first woman confirmed to this vital cabinet position.1...

In last week’s, Weekly Vision, we included an article regarding the IRS and their decision to begin accepting tax returns a little later this year, Friday, February 12th. Although the date change may seem disappointing to some,...

The personal savings rate in the United States, which is the amount of income left after taxes and household spending, has reached some significant milestones. In April, when much of the country stayed home to avoid the COVID-19...

The first week of 2021 has proven to be a very busy week for the stock market with many ups and downs. In today's issue of the "Weekly Vision", we are providing an overview of events that had the most influence on last week's market...

The new year offers plenty of reason for optimism as COVID-19 vaccines are becoming available and the economic recovery is gaining momentum. At Vision, we have set a few resolutions for this year and are looking forward to embarking...

I think we all can safely agree that 2020 has been rough. Emotionally, physically, mentally – just overall an exhausting year in all ways. Celebrating the new year is much anticipated and we want to share a few things you should...

For many of us, 2020 has been a year unlike any other. For some, it’s brought hardships that have tested the hardiest of souls. For others, it has brought unspeakable loss. Yet, we press on, and as we do, we may be surprised to...

Your investment strategy is a lot like a marriage. One day you may feel like everything’s going swimmingly. The next day, there might be an argument over who forgot to load the dishwasher. And even the best marriages and...

Monday, December 7 was the deadline for enrolling or making changes in Medicare Plans.1 Assuming you are already enrolled in Medicare, letting the date pass kept you in your current plan until the next enrollment period. However, what...

The outbreak of the coronavirus has upended the college experience for students across the country. With most institutions cancelling in-person classes and moving to online instruction, uncertainty about how college will look in Fall...

Wishing you and your family lots of good eats and gratitude this season! Happy Thanksgiving from Rob, Jerri, and Gerri! *In honor of Thanksgiving, our office will be closed from Wednesday at noon, until Monday. If you need to get in...

With recent changes to the tax code due to the CARES Act and other COVID-19 legislation, we want to help our clients prepare for the upcoming tax season as early as possible. In our Tax Planning guide below, we will explore where your...

The U.S. Presidential Election has come to an end, and we are all ready to focus on our financial futures. We last left off discussing the 6 key components of financial planning as October is known as Financial Planning Month. We've...

Throughout the history of America, the men and women of the U.S. Armed Forces have made sacrifices to ensure all citizens of our great country have the freedom to enjoy life, liberty, and the pursuit of happiness. Our soldiers have...