News

Let’s Talk Insurance. . .

Let’s Talk Insurance. . . “If I talk about insurance planning, will I die immediately?” Erik Mizell, CLU®, CFP® August 2017 Wait, before you close this message, let’s have a …

Market Update – Winter is Coming

Market Update – June 2017 – “Winter Is Coming”     By: Rand Baughman CFP® It has been another good start to the year in the markets. All asset classes have seen …

Income Distribution

Income Distribution By: Erik C. Mizell CFP® CLU® As you embark on the fresh start of a new year, there are often many objectives and resolutions we all set for …

Budgeting: I’ll Wait Until Next Year

Budgeting: “I’ll wait until next year” By: Rob Victor December is the time of year that people get ready for the holiday season, spend money, and push things off until …

Brexit: The Only Certainty is Uncertainty

Brexit: The Only Certainty is Uncertainty By: Rand Baughman, CFP® Last Thursday night the UK voted to leave the European Union. The polls leading up to the vote were very close, but the general consensus was that the UK would ultimately vote to stay. Because of this general opinion, the Dow rose 230.24 points on Thursday and the S&P 500 rose 27.87 points. On Friday, after it was announced the UK had voted to leave, the Dow dropped 611 points and the S&P 500 lost 75.91 points...