Planning Matters.

Changing Jobs? What You Need to Know (Part 1 of 2)

Whether you’re making a planned transition or have found yourself unexpectedly let go, it can be both exciting and daunting to change from one job to another. There are a lot of financial aspects to think about, so we’ve pulled together a couple of checklists to help you manage the transition.

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National Parks: Don’t Wait to Get Your Senior Pass!

Do you have someone in your life 62 or older? Of course, we all do! Don’t let them miss out on a lifetime deal that is soon to change. Olympic, Crater Lake, Yosemite, Glacier and the Grand Canyon; some of the most beautiful places in the world.

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Winners & Losers: A Look into the Recent Past

Below is a look at 10-year annual returns of major asset classes in 2008, 2013, and 2016. What’s notable is how an asset class deemed “today’s favorite” becomes a “dawg” a handful of years later. For example, in 2013 emerging market stocks led the pack with a 10.5% annualized return only to severely underperform thereafter,…

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Weddings: To Pay or Not to Pay?

A month ago, Valentine’s Day, many happy couples likely said “Yes!” to their futures together. Such an exciting time for everyone involved; the happy couple, their families and friends. But now, the planning begins and the conversations about who’s paying, and for what, come to the surface!

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Exchange Traded Funds (ETFs): A Quick Primer

ETF assets continue to show robust growth in assets. So, given its wide appeal, it makes sense to discuss what an ETF is, and how it works.

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