Now that the race for the White House is less than a month away, we are providing an “Election Preview” that details three possible scenarios: Trump Presidency with a Divided Congress, Biden Presidency with Democrat Congress (A Blue Wave) and No Clear Winner. We wish to make it clear that our …
Retirement
Consider This Before You Claim Social Security
Whether you want to leave work at 62, 67, or 70, claiming the retirement benefits you are entitled to by federal law is no casual decision. There are many factors to consider, including your other retirement savings, your health, your tax situation, the claiming strategies available to you (think …
A Few Thoughts on Q2 of 2020
Before we dive into the usual quarterly investment insights, here’s some fun trivia: Did you know you have to count to 1,000 before you’ll find the letter “a” in a spelled-out number? We thought you could use that break from the torrent of mid-year market commentaries on 2020’s bipolar …
