by Carter Hatina | Jul 18, 2022 | Blog Post
With the S&P 500 off to it’s worst first half in the last 50 years, it has left many of us not wanting to look at our accounts or open our statements. While it may make us feel better to not do so, it is also important to discuss why there has been (and continues...
by Carter Hatina | Jul 15, 2022 | Blog Post
There have been several factors contributing to the volatility of the markets in Q1 of this year. With the rampant inflation, a rising interest rate environment, and the uncertainty overseas all being concerns, there have been very few sectors of the market performing...
by Cheryl Norman | May 6, 2020 | Blog Post
Here we are at the beginning of May, several weeks into a new social distancing way of life. I think about my sociology classes taken years ago at Kent State University and a term I learned there, “social mores” (pronounced môr′āz′, -ēz), comes to mind. Wikipedia...
by Cheryl Norman | Mar 19, 2020 | Blog Post
We have entered a new market cycle as we bid adieu to the bull market that began in March of 2009. This is the year of the coronavirus and the beginning of a new era of a social distancing economy. This is a serious time as we all strive to stay healthy amid the...
by Cheryl Norman | Feb 27, 2020 | Blog Post
With the advent of the SECURE Act just over two months ago, contributing to a Roth IRA is an even more compelling retirement savings instrument than ever before. The SECURE Act was enacted at the end of December, 2019. As I mentioned in a prior post, titling...
by Cheryl Norman | Jan 7, 2020 | Blog Post
Congress recently passed the SECURE Act, a legislative overhaul that impacts virtually anyone who has saved or is saving for retirement in IRAs and 401(k)s. The acronym, “SECURE,” stands for Setting Every Community Up for Retirement Enhancement.” “Secure” is a word...
by Cheryl Norman | Dec 27, 2019 | Blog Post
There will most certainly be a lot of articles written this year with a play on words relating to vision. Optometrists refer to 20/20 vision as a reference point for an individual’s visual acuity, acuity meaning “clarity or sharpness” of vision. With that in mind,...
by Cheryl Norman | Jun 11, 2019 | Blog Post
Medicare Planning and Retirement Distribution Planning could seem like a long way off for some and more near-term for others. Becoming Retirement-Ready is a life-long endeavor. Certain strategies can be implemented pre- and post-retirement that could have the ability...
by Cheryl Norman | May 23, 2019 | Blog Post
If you are like many professionals in today’s workforce, chances are you have a 401(k) or two that remains with a prior employer. Perhaps you have created self-directed IRAs with your former company sponsored retirement plans. A systematic Roth conversion of these...
by Cheryl Norman | Jan 23, 2019 | Blog Post
I know you are organizing your incoming mail into piles this time of year for bills-to-be-paid and a folder for your 2018 Tax forms. Unless, that is, you elect to receive your tax forms via electronic delivery. If you are an electronic delivery client, please be...
