2nd Quarter 2020 Market Outlook
I want to start by thanking all of the clients I have already spoken with over the past month. Connecting with people is one of
I want to start by thanking all of the clients I have already spoken with over the past month. Connecting with people is one of
When stock markets experience sudden downturns, investors can feel anxious and make decisions detrimental to their long-term goals. After all, when you’ve worked hard for
Although there is a significant financial component to leaving a lasting legacy, it encompasses so much more than just money. It’s easy to get stuck
On December 20th, 2019, the Setting Every Community Up for Retirement Enhancement (SECURE) Act became law. As the name implies, this law intends to make
Happy New Year, new decade and new beginning! I hope this year and decade bring you and your loved ones a lot of fun and
Making a New Year’s resolution is the first step to creating better habits. But making a New Year’s resolution and keeping a New Year’s resolution
Are your finances ready for the end of the year? December brings many deadlines and lists; there are gifts to buy, holidays to plan, and
The increasing cost of higher education saddles many young adults with massive amounts of student debt. This student debt makes it harder to balance other
Entering the final quarter of 2019, the overall markets are giving us a solid return for the calendar year. In fact, this is the best
No financial plan is complete without an estate plan. Estate planning covers all aspects of your life, from creating your will to planning medical decisions.
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Matthew Logan, CFP® Series 7, Series 66, Series 24 Life and Health Insurance
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