Blog

Tuesday, April 10, 2018

March was another challenging month for the stock market with the S&P 500 down over 2.50% for the month. Bond markets fared a little better, with the Bloomberg Barclays Aggregate Index rising about 0.50% and recovering some of the loss...

 

Thursday, April 5, 2018

Senior Partner Mark Cortazzo, CFP®, CIMA® recently returned to the financial television program "WealthTrack” on PBS. He sat down with Host Consuelo Mack to talk about how not to run out of money during retirement.

 

Wednesday, April 4, 2018

The importance of minimizing sequence risk in your investment approach Timing is everything, so the saying goes. This is especially true when it comes to your retirement. Many people may not understand the role timing plays in a...

 

Thursday, March 29, 2018

Before you write that check or text a $10 donation to a special number, you should do a little homework, The Federal Trade Commission (FTC) web page offers a list of actions and advice to help ensure the charity is legitimate. The FTC...

 

Tuesday, March 20, 2018

If you’ve recently been “involuntarily separated” from your job (or perhaps you left voluntarily), you are not alone. In the last 5 months of 2017, an average of 1.7 million US workers per month found themselves in a...

 

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Friday, March 2, 2018

February was a tough month for investors. After a nice start to the year in January, markets experienced a bout of volatility. There are several different undercurrents contributing to the disruption and they are still being digested....

 

Tuesday, February 27, 2018

Lately it seems that you can’t go to the grocery store, the gym, or your kid’s basketball game without overhearing someone talking about Bitcoin. Established in 2009, Bitcoin is the best-known example of cryptocurrency....