Resources
Blog
The History of Medicare
The United States has a long history of working to secure national healthcare coverage for seniors. In 1945, President Truman along with Senator...
How Will Rising Interest Rates Affect Me?
If you’ve heard the Fed is raising interest rates but aren’t exactly sure how this may affect your investments, you’re not alone. The last...
5 Quick and Painless New Year’s Items Which May Need Your Attention
New Year’s resolutions typically include goals of career building, losing weight, or kicking a bad habit. Often, our financial goals are...
What’s Your Financial Plan for 2017?
I love the holidays. I love seeing family and friends. I love the (hopefully) cooler temperatures. I love the twinkling lights and decorations. ...
Year-End Financial To Dos
The end of the year is a busy time spent with friends and family during holiday celebrations. Consequently, most people aren’t thinking about...
Socially Responsible Investing (SRI): A Primer
You have investment goals. But you want to meet those goals while promoting the companies and causes you support. What you’ve just described is a...
Market and Election Update
Before Tuesday, November 9th, almost all indicators pointed toward a Hillary Clinton victory and Democratic control of the US Senate. However, that...