News
Market Update: 1st Quarter 2018
Title: Market Update – 1st Quarter 2018 Rand Baughman, CFP® January The stock market ended 2017 as its 3rd best year since the Financial Crisis of 2008. Throughout January, it appeared …
Market Update – Bubble Bursting
Market Update: Bubble Bursting By: Rand Baughman, CFP® At the end of September, I had the opportunity to attend e-Money’s Advisor Summit in Scottsdale, AZ. I have family in Scottsdale …
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Let’s Talk Insurance. . .
Let’s Talk Insurance. . . “If I talk about insurance planning, will I die immediately?” Erik Mizell, CLU®, CFP® August 2017 Wait, before you close this message, let’s have a …
Market Update – Winter is Coming
Market Update – June 2017 – “Winter Is Coming” By: Rand Baughman CFP® It has been another good start to the year in the markets. All asset classes have seen …
Income Distribution
Income Distribution By: Erik C. Mizell CFP® CLU® As you embark on the fresh start of a new year, there are often many objectives and resolutions we all set for …
Budgeting: I’ll Wait Until Next Year
Budgeting: “I’ll wait until next year” By: Rob Victor December is the time of year that people get ready for the holiday season, spend money, and push things off until …
Market Commentary: A look back on the week of October 8 to October 13, 2018
Market Commentary: A look back on the week of October 8 to October 13, 2018 Key takeaways: Markets were down last week as investors favored lower risk sectors like …