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Market Updates 

Market Month: August 2016With no Federal Open Market Committee meeting and little news to jar the markets, the lazy, hazy days of August seemed to lull investors into a state of lethargy. Read More..

Retiree Confidence on the Rise - While retirement confidence among U.S. Workers appears to be stabilizing, confidence among today's retirees continues to climb, according to The Employee Benefit Research Institute in it's latest Retirement Confidence Survey. Read More... 

Quarterly Market Review January - March 2016 - The first quarter of 2016 started with a whimper as equities suffered several weeks of losses. However, as March came to a close several indexes recovered enough to finish the quarter in positive territory. Read More...

Despite encouraging signs, the Social Security and Medicare programs continue to face financial challenges that should be addressed as soon as possible. Read More...


Investment & Trust Articles 

Holding Equities for the Long Term: Time Versus Timing - Legendary investor Warren Buffett is famous for his long-term perspective. He has said that he likes to make investments he would be comfortable holding even if the market shut down for 10 years. More...

Handling Market Volatility - Conventional wisdom says that what goes up must come down. But even if you view market volatility as a normal occurrence, it can be tough to handle when your money is at stake. Though there's no foolproof way to handle the ups and downs of the stock market, the following common-sense tips can help. More...

Eleven Ways to Help Yourself Stay Sane in a Crazy Market - Keeping your cool can be hard to do when the market goes on one of its periodic roller-coaster rides. It's useful to have strategies in place that prepare you both financially and psychologically to handle market volatility. Here are 11 ways to help keep yourself from making hasty decisions that could have a long-term impact on your ability to achieve your financial goals. More...

How to Be a Better Investor - Watch this video for simple tips and guidance from A short video that shows tips and tricks for becoming a better investor.reviewing your portfolio regularly, to making sure it is diversified.

Serving As Financial Caregiver - More people are playing the role of financial caregiver. Read this article to learn steps to prepare yourself. More...

Financial Planning: Seeing the Big Picture - A comprehensive financial plan serves as a framework for organizing the pieces of your financial picture. It helps you better focus on your goals and what it will take to reach them. More...

"Estate Planning" Doesn't Require a lot of Money or Assets - Planning for the handling of our assets as we age isn't something we like to think about, but it is an important process. Individuals do not complete estate plans for themselves; they do it for their loved-ones. More...


Other Resources

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Tax Planning Guide for 2016 - Learn valuable information for individuals and businesses regarding tax updates. Includes important changes, read more...

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