prepared to retire

Is America Prepared to Retire?

A look at some ways to get ready. Provided by Stan Evans, CFP Are Americans saving enough? Only 19% of U.S. adults describe themselves as “very confident” when asked about their savings. Worry spo…

March 6, 2019

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Strategic vs. Tactical Investing

How do these investment approaches differ?  Provided by Stan Evans, CFP   Ever heard the term “strategic investing”? How about “tactical investing”? At a glance, you might assume that bo…

February 20, 2019

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bad money habits

Bad Money Habits to Break

Behaviors worth changing.  Provided by Stan Evans, CFP   Do bad money habits constrain your financial progress? Many people fall into the same financial behavior patterns, year after year. If yo…

February 6, 2019

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hsa plans

A Look at HSAs

Health Savings Accounts may provide you with remarkable tax advantages.  Provided by Stan Evans, CFP   Why do higher-income households inquire about Health Savings Accounts? They have heard about wh…

January 23, 2019

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The Value of Insuring Against Life’s Risks

Building wealth requires protection from the forces of wealth destruction. Provided by Stan Evans, CFP When you are planning for your future, what do you think about? You may think about your retireme…

January 9, 2019

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end-of-the-year money moves

Your 2019 Financial To-Do List

Things you can do for your future as the year unfolds. Provided by Stan Evans, CFP What financial, business, or life priorities do you need to address for 2019? Now is a good time to think about the i…

December 19, 2018

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A Look Back at 2018 Thus Far

Provided by Stan Evans, CFP The year in brief. Last December, market prognosticators polled by Barron’s forecast a 7% advance for the S&P 500 in 2018. That prediction may come true. By early Nov…

December 5, 2018

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end-of-the-year money moves

End-of-the-Year Money Moves

Here are some things you might want to do before saying goodbye to 2018.   Provided by Stan Evans, CFP What has changed for you in 2018? Did you start a new job or leave a job behind? Did you retire…

November 21, 2018

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wall street

Tolerate the Turbulence

Look beyond this moment and stay focused on your long-term objectives.  Provided by Stan Evans, CFP Volatility will always be around on Wall Street, and as you invest for the long term, you must lear…

November 7, 2018

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Diversified Portfolio

Your Diversified Portfolio vs. the S&P 500

How global returns and proper diversification are affecting overall returns.   Provided by: Stan Evans, CFP “Why is my portfolio underperforming the market?” This question may be on your mind. I…

October 24, 2018

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