Current Market Conditions and the Coronavirus
People are asking ‘What should I be doing with my portfolio.” Listen as Sherry shares her advice.
Read MoreVolatile Times: The Impact of the Coronavirus on the Market
As concerns mount against the spread of the Coronavirus (COVID-19) to the United States, we have many clients getting in touch with questions and concerns surrounding the recent market activity. In light of this, we wanted to compile some further information for sharing with you. What is COVID-19? According to CDC.gov, “Coronaviruses are a…
Read More6 Key Changes to Know Brought by the SECURE Act
If you’ve kept your eyes or ears on the news, it’s likely that you’ve heard the SECURE Act referenced in some form. The SECURE Act is a piece of legislation that was passed in December of 2019. SECURE is an acronym that stands for ‘Setting Every Community Up for Retirement Enhancement’. There are many…
Read MoreCharitable Contributions: Where, Why, and How
A new year (and decade) is upon us. As we look forward to the new year, we are filled with thoughts of new possibilities and possibly even some resolutions. As such, you may be wondering what more you could do to increase your charitable contributions in 2020, or feel ready to make some donations. …
Read More529 Qualifying Expenses: Demystified
Education costs can be costly. There are many pieces to consider, such as tuition, books, room and board, and other smaller expenses that can burn through any savings like a wildfire. If you are planning ahead on education costs, it may be wise to look into getting a 529 Plan. What is…
Read MoreA Successful Open House in Our New Location!
I love the phrase “Open House” because it conjures up feelings of welcome and warm conversations! On Saturday, June 22nd, we opened our doors to our clients and friends to share our excitement about our new location. We enjoyed a coffee and smoothie bar (even serving our own Gratz Park Glitz delicious recipe, orchestra duet)…
Read More7 Ways to Manage Spending While Still Enjoying Summer Fun
When we think of summer, we think of fun. With the kids out of school, it seems like there are endless possibilities. The problem is that most of those ideas come with a price tag — and if you’re working hard to stick to a financial plan, then it might seem like that price tag…
Read MoreWhat This Year’s Kentucky Derby Can Teach You About Your Investment Strategy
The first Saturday in May is always an exciting time in the Bluegrass state. With the pageantry of derby hats, colorful ensembles, spring flowers and the singing of “My Ol’ Kentucky Home” culminating in the run for the roses, you know you’re in for a wild ride! The running of the Kentucky Derby has been…
Read MoreWhat to Do in Times of Market Volatility
When the markets are in a full spectrum swing, it can cause you to feel uneasy and tempted to make a big move. This was especially true at the end of Quarter 3 in 2017, which showcased a prime example of unpredictable changes in both directions. Watch this video for some recommendations from Sherry on…
Read MoreThank You for a Wonderful Day of Fun on the Farm!
There are moments in time when you feel a rush or swell of pure joy that goes from the tip of your toes to the top of your head…..it’s a feeling that you want to bottle up because it takes your breath away! We have experienced that feeling as we have transitioned to our own…
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