Seriously considering the timing and focus of your gifting and legacy for the first time — or perhaps reconsidering it — was among the countless tough questions stimulated by the global coronavirus pandemic. For many, widespread death and uncertainty raised the perennial question: How do I want to be remembered?
This chat covered the timely topic of the possible long-term impact of an election on the stock market (hint – historically, it really doesn’t matter). Our host, David Keib, a wholesaler at Capital Group, home of American Funds, has 12 years of investment industry experience and has been with Capital Group for six years.
This week we had cake artist Janina Kotulich as our guest to show us how to bake delicious Caramel Apple Cheesecake in mini mason jars! See ingredients and supplies below if you'd like to follow along.
This week we will have guest speaker, Ronald Gist, discuss Medicare and the open enrollment period coming up.
By whatever its name, the options for putting your money where your personal values are have never been greater. But the array of terms can be overwhelming. Whether you are just beginning as an investor or have been investing for years, a recap of your choices can be useful to make sure you aren’t simply chasing after the latest shiny object — or missing out on a growing trend that’s a perfect match for your personal values and investing goals.
We discussed how to thrive during volatile markets to help you better understand what’s happening and what the future could hold.
Our guest hosts, Attorney Heather West and Doctor Kasey Stewart, joined us this week to discuss financial elder abuse this week at our Lakeside Chat.
We revisited a topic of high interest, Social Security. Our host will be Matt Sperazzo.
Matt is an External Business Consultant with John Hancock Investments and has been with the company for 13 years. Matt also has his NSSA designation through the National Social Security Advisors Association.
Imagine you have been out in the work world for nearly a decade and are doing well in your career. As your salary increased, you prioritized reducing your student debt by increasing your student loan payments each year. Suddenly, you realize your short-term future includes what once seemed nearly impossible — in a year or so your student loans will be paid off! Uh-oh, new financial decisions to be made. Let’s explore your financial future beyond paying off student debt and how to evaluate and choose the best options for you and your family.
We're presenting LPL Research Midyear Outlook 2020: The Trail to Recovery, with investment insights and market guidance for the rest of 2020, plus a special elections section.
