2022 Forecast - January 2022
Our team of advisors outlines some lessons to be learned from the Winter Olympics and what may come in the year ahead.
Quarterly Market Perspective – October 2021
Terry Wiles shares his thoughts on the markets as we enter the bewitching month of October!
2021 Half-Time Report – July 2021
Our team of advisors discuss where we’ve been, where we are now, and where we may be going for the rest of 2021.
2021 Forecast Past and Present – January 2021
Our team of advisors discuss where we’ve been, where we are now, and where we may be going as we begin 2021.
Healthcare: The Retirement Wildcard Part III – Long Term Care
Alex Greene discusses Long Term Care considerations in retirement.
Healthcare: The Retirement Wildcard Part II - Medicare
Alex Greene discusses Medicare considerations as you plan for retirement.
Healthcare: The Retirement Wildcard Part I
Alex Greene reminds us of the importance of planning for healthcare in retirement.
2020 Half-time Report – July 2020
Our team of advisors discuss where we’ve been, where we are now, and where we may be going for the rest of 2020.
Being Happy by Making Memories – Spring 2020
Terry Wiles shares his thoughts on the value of making memories.
COVID Bear Market – Spring 2020
Terry Wiles shares his opinions on the COVID Bear Market and where we may go from here.
Healthy Living – Spring 2020
Terry Wiles shares healthy living tips as we learn to live with COVID.
Corona Update – March 20, 2020
Terry Wiles shares his thoughts as markets tumble amid the COVID crisis.
2020 Forecast Past and Present – January 2020
Our team of advisors discuss where we’ve been, where we are now, and where we may be going as we begin 2020.