Here’s what you need to know.

Two high-profile companies—Apple and Tesla—have announced stock splits in the past few weeks, which makes it a great time to discuss what’s involved when a company announces a stock split.

Remember, any companies mentioned are for illustrative purposes only. It should not be considered a solicitation for the purchase or sale of the securities. Any investment should be consistent with your objectives, timeframe, and risk tolerance.

It depends on your goals, time horizon, and risk tolerance..

"Will I outlive my retirement money?" That's one of the top fears for people who are starting to prepare for their retirement years.

So I have to chuckle a bit when I see headlines that say, "Here's how much money Americans think they need to retire comfortably."¹

Markets are going CRAZY - should I invest?

This early financial decision could prove helpful over time.

Want to give your child or grandchild a great financial start? A Roth IRA might be a choice to consider. There are many reasons why starting a Roth IRA for a teenager may be a sound financial strategy. Read on to learn more about how doing this may benefit both of you.

Tax-free benefits during retirement. Setting up a Roth IRA for the teenager in your life could prime them to have more retirement savings. Plus, a Roth IRA has the potential to accumulate over the years, and the owner may be able to better manage their tax burden if they withdraw the money after age 59½.¹

Cut through the noise with our Financial News Breakdown

Social Media - Whether you hate it or use it daily - it can tell us a lot about the companies we are watching now.

Critical Topics

Financial & Economic Items We're Tracking Now!

Of course, no single investor ever knows with absolute certainty where markets and the economy are heading, but learning how to analyze various information points is critical to long-term success as an investor. In this week’s flash briefing we will dive into the top four items we are tracking in an effort to further provide clarity to where markets and the economy may be heading.

This vital investment account question should be answered sooner rather than later.

Investment firms have a client service requirement. They must ask you if you would like to provide the name and information of a trusted contact.¹

You do not have to supply this information, but it is encouraged. The request is made with your best interest in mind – and to lower the risk of someone crooked attempting to make investment decisions on your behalf.¹

3 Lessons Learned from a Crazy Year!

As I was watching fireworks over the weekend, I got to thinking about how much we have already experienced so far in 2020. The list of events is truly incredibly to review, in part because many of these events would have been massive in any random year and I had almost forgot that some of these things had even happened (here is a complete list of the items that occurred through just April!):

How to Navigate your Employer Sponsored Retirement plan

"My employer provides a Retirement Plan (401(k), 403(b), 457, SIMPLE IRA, etc.), but I don't understand it at all!"