Posts by emily

Written By: Marissa Waldron, CFP® May 2 is National Life Insurance Day, being that it was the first day life insurance became available in the US (in the 1760s!). Now…

Written By: Anna Carlson Something’s gotta give with our national debt. Bloomberg recently conducted a million simulations on the US debt outlook, and 88% of them show our current borrowing…

Written By: Susannah Orzolek If you live to age 100, will your retirement savings last as long as you do? Most of us like the idea of living a long…

Written By: Alex Hammersley, CPA Presidential election years often bring about a mixture of anticipation and uncertainty in the stock market. With shifting political landscapes and policy proposals, investors often…

Written By: Ryan Rinehart Just five months ago we were discussing the possibility of a government shutdown, and unfortunately here we are again, facing another partial shutdown. When shutdowns are…

Written By: Marissa Waldron, CFP® Retirement is often seen as a time for relaxation and winding down, but for many, it’s an opportunity for growth, exploration, and continued vitality. Have…

Written By: Marissa Waldron, CFP® That was TV host Ed Sullivan introducing The Beatles to a live studio audience in the U.S. for the first time.“Beatlemania” hit the U.S. in…

Written By: Anna Carlson The S&P 500 broke the 5,000 level recently for the first time in history as investors embraced euphoria and rallied.1 And then tumbled as investors got…

Written By: Alex Hammersley, CPA For those under the age of 65, the Affordable Care Act (ACA), also known as “Obamacare,” can result in serious savings on health insurance. For…

Written By: Anna Carlson What are your top three investment goals? How do you think your goals could change after doing one simple exercise? Any of us can answer that…