Blog

Credit Scores

Your credit, good or bad, can have an impact on almost every aspect of your life, from having a roof over your head to getting a job. In this issue, we are sharing how to spot credit trouble, and how your credit score can affect daily...

What Does Your Spending Say About Your Future?

Having financial stability isn’t as simple as bringing in regular income. Even though plenty of people are comfortable with their income, not many know exactly where their money goes each month. To have long-term financial...

Our Shred-A-Thon is back on!

Security, a Blue Lobster and More

Fraud can occur in a myriad of ways, from email scams to identity theft to manipulation. As your financial advisor, protecting your data and having proper controls in place to mitigate the risk of fraud is high priority. In efforts to...

30-Year Home Loans Fall to Historic Lows

Lately, it can feel like each day brings a new headline about fluctuating market behavior. But amid the ups and downs of 2020, there may be some potential good news on the horizon. On July 16, 2020, the interest rate for a 30-year...

Midpoint 2020 Outlook

We are at the midpoint of 2020, and it would be an understatement to say it’s been a challenging year so far in the United States and around the world. We’ve faced health, social, and economic crises that continue to...

Shred-A-Thon

Don't Forget Tax Day

This year has had no shortage of changes to the normal course of business. In March, the Treasury Department and the Internal Revenue Service announced that they extended the federal income tax filing and payment deadline until July 15...

Uncertainty

Many of us are gripped by the fear of not knowing what the next days, weeks and months will bring. For the first time, perhaps ever, we are unable to plan ahead. Uncertainty and change are inescapable parts of life. However, while you...

Unfolding

With all of the current events in the world, more people are feeling hurt, angry, and fearful. These emotions are not only addressed with our clients, but with our team as well. We've been dedicating time to foster honest, open...

Hello Summer

This past Saturday marked the official beginning of summer! As we continue social distancing and begin slowly reopening in the wake of the coronavirus epidemic, this summer will look a little different. Some summer...

Special Delivery!

At the Office On June 12, 2020, the Stork Market hit its highest mark yet when Rob's 4th grandchild, Noah Anthony Winston was born! Storks were high, then they dropped low to deliver this little bundle of joy before going high again....

Economic Indicators

Since the beginning of the COVID-19 outbreak, we’ve seen a great deal of volatility. But, in the two months since March 23rd’s record low, the S&P 500 has risen over 30%.1,2 While past performance doesn’t guarantee...

Difficult Roads/Beautiful Destinations

“Difficult roads often lead to beautiful destinations. The best is yet to come.” – Zig Ziglar Life is filled with many obstacles. With everyday pressures such as performing at work, completing chores at home, and...

Supplies are the Demand!

As we prepare to come back into the office next week, the one thing we'verealized is how hard it is to find cleaning supplies. High demand followingthe COVID-19 outbreak has left many stores with empty shelves, makingessentials like...

Celebrating Memorial Day

Although many of us look forward to Memorial Day for the parades, concerts, picnics, barbecues and family celebrations that cannot take place this year due to the coronavirus pandemic, it's important to remember what the holiday is...

Life Insurance

As the COVID-19 pandemic has spread, It has some people thinking seriously about life insurance. The need for life insurance changes as your life progresses. When you're young, you typically have less need for life insurance, but that...

Celebrating Mother's Day

Mother’s Day is going to be a little different this year. Whether you want to see your mom but can’t because of social distancing or the inability to travel — or you are distanced from your children or other loved...

Opportunity

The COVID-19 pandemic has shaken up nearly every aspect of American life. To say it’s been a difficult time would be an understatement. However, difficult times may open doors to new possibilities. Businesses are changing their...

Q&A guide

We know that many of you have questions on different financial areas during this COVID-19 pandemic. To help you navigate your finances, we’ve created this Q&A guide with answers to many common financial questions. What should I...

Avoiding COVID-19 Scams

HOW TO SUCCEED DURING SCARY TIMES: Avoiding COVID-19 Scams Unfortunately, the scammers of the world are using the COVID-19 situation to take advantage of people. Here’s what to know about the COVID-19 scams out there, as well as...

Managing Relationships and Social Closeness

Relationships are as good for the immune system as exercise. We are naturally social creatures, so to keep our relationships active, technology is now our lifeline. Whether you are quarantined, working remotely or just being cautious,...

Keep Calm, Wash Your Hands, and Follow These Tips

Staying home has become an important measure to help flatten the curve of daily COVID-19 cases that put pressure on our health care system. But what's there to do while stuck indoors? We've compiled a few suggestions to help make your...