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Nov 23, 2020

Before we bid a fond good riddance to 2020, there are a few things we might want to do financially to make sure we’re on track for retirement. This week, Laurel & Taylor discuss how to assess where you stand for retirement after a crazy year, and why you may want to address your tax strategy now. Schedule a time to go...


Nov 16, 2020

Fox Business says a new survey shows a majority of Americans believe the outcome of the election could hurt them, financially. And surprisingly, people from both parties feel that way! So what can you control from here? Gary & Laurel discuss the steps you might want to address now that we have more clarity...


Nov 9, 2020

One thing’s clear after the election – pollsters got it wrong! But don’t make the same mistakes in trying to predict what the market might do next. This week, Gary & Gerald discuss how they’re helping people navigate the election aftermath. Have questions about where we go from here? Be sure to sign up for...


Nov 2, 2020

After Tuesday, we hope to have a winner in the presidential election, but what will that mean for your portfolio? And should you let your political beliefs affect your investment strategy? Gary & Gerald discuss that this week, plus why some boomers may be re-thinking retirement after the pandemic. Be sure to sign up for...