Archive for September 2020

Financial Advising During a Pandemic   The pandemic has been hard on nearly everyone, and it’s particularly difficult for professionals who normally meet with clients in an office setting. Fortunately, financial advisors have been able to adapt to this “new normal.”   Our goal is to be our clients’ trusted advisors. Once that relationship is…

The Future of Retirement Planning As of the end of July, the stock market was still performing relatively well and the Federal Reserve had announced no near-term changes to interest rates.1 However, other economic news was not as rosy. According to the Bureau of Economic Analysis, the U.S. economy contracted by nearly a third (32.9% annual…