Blog

The financial world makes a lot of news. Our blog offers timely commentary and time-tested tips that can help you make sense of what’s happening.

What You Need to Know About the CARES Act

By Joyce L. Franklin on April 10, 2020 in Retirement Planning, Taxes

This $2 trillion federal economic aid package is intended to provide relief to individuals and businesses who are suffering. It contains many tax breaks, as well as opportunities for small business loans.

10 Investment Truths

By Joyce L. Franklin on March 31, 2020 in Investing

Regardless of the cycle we're in, we believe that fear and greed are two emotions that should be kept out of your investment decisions.

When Health and Wealth Get Thrown for a Loop

By Joyce L. Franklin on March 23, 2020 in Investing

We encourage you to separate the two by taking action to protect your health, and resisting the temptation to take hasty action when it comes to your portfolio.

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Blog

The financial world makes a lot of news. Our blog offers timely commentary and time-tested tips that can help you make sense of what’s happening.