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Love and Money: How to Manage Finances Equally

Maintaining a successful long-term relationship, and continuing to thrive over the long haul, is a team effort. One key to success is balancing love and money by managing joint finances. There is no ‘best way’ for couples to manage their money – it depends on what works for them. The truth is many approaches can work, but no matter what…

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Market Outlook

In 2018, domestic equity markets posted the worst performance seen in a decade.  The year started positively, with large cap stocks up mid single digits through September until volatility returned and stocks finished the year in negative territory.  *The Dow and S&P 500 both had negative returns for the year with negative 3.5% and negative 4.4% returns for the year,…

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Helping Your Financially Dependent Child Get on Their Own Two Feet

One of the greatest gifts you can give your child is comfort and common sense when handling money. However, many Baby Boomer parents confess that they either don’t know how to talk to their kids about money, have failed to set appropriate limits with their children or don’t feel confident in their own financial management skills to share insights. As…

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