Happy Halloween

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October 25, 2019
Happy Halloween

It is widely thought that Halloween started thousands of years ago as the Celtic Festival of Samhain, celebrated November 1st. The word Halloween comes from “All Hallows’ Eve” and means “hallowed evening”.  On the evening before November 1st, people would dress up as saints and go door-to-door.  Therefore, the connection to our modern-day costumes and…

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Financial Scams Targeting Seniors

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October 18, 2019
Financial Scams Targeting Seniors

NCOA, the National Council on Aging, refers to the scamming of senior citizens as “The crime of the 21st century”.  These scams have become so prevalent because seniors are thought to have significant amounts of money, the scams require so little research to choose a target and the crime so often goes unreported. However, it’s…

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Weekly Snippet

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October 18, 2019
Weekly Snippet

Last Week… … Was evenly split but ended in a rally! US Stocks ended the week with Friday’s rally after news of the semi-Sino trade deal. Exceptions to the weekly rise were: HealthCare, slipping -0.27% and US Equity REITS, down -0.67% Technology took the leader prize, rising 1.8% while Mid Cap Growth was the only…

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Weekly Snippet

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October 11, 2019
Weekly Snippet

Last Week… …Was pretty evenly mixed for a change. The Dow and the S&P fell about 1% and 0.4% respectively. US Large Growth and Value took a bit of a dive, but US Equity REITS continued to climb. And Bonds, our wild card, were all up from a range of .45% to nearly 1%. This…

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How Much is Enough?

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September 20, 2019
How Much is Enough?

Image Copyright Ted Grussing Photography – Used with permission If you would like to retire someday, as most of us do, you have probably asked yourself this question. Maybe we should stop thinking about retirement in terms of absolute numbers.  After all, it’s all relative.  And most people will retire with less than they plan and make it…

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