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Wealth Management

WEALTH MANAGEMENT

Long Term Care Notice

ATTENTION LONG TERM CARE INSURANCE OWNER

 

RECENT CHANGES TO EXISITING POLICIES & THE FINANCIAL IMPACT TO YOU

In recent weeks, many long term care policy owners across the country have been notified of significant rate increases, ranging from 10% to more than 100%. The actual amount of the increase is dependent upon multiple factors including the insurance carrier, state of residence, and policy type.

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Why You Should Have a Financial Advisor

Writing my last few posts, about the real possibility of lower returns over the next few years, I got to thinking about how financial advisors add value—and how a skilled advisor can really help investors advance toward their financial goals. Full disclosure: I’m talking my book here. (That’s Wall Street slang for talking up something I already own.) I work for a firm that supports financial advisors, my job consists of helping those advisors help their clients, and many of my friends are advisors. 

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Presidential Politics and the Stock Market

Now that both parties have nailed down their

presidential nominees, it’s time to take a quick look

at politics and how it may affect the economy and

markets this year. As usual, we’ll focus on the policies

that the two candidates have offered and their likely

consequences.

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