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Week in Review: Damaged Economy

Week in Review: Damaged Economy

The economic damage from the Coronavirus and government shutdowns are starting to wear everyday Americans down. Even though the stock market has recovered, the economy gets worse every day. Many ...
Week in Review: America Restarts!

Week in Review: America Restarts!

On Friday, the unemployment rate was reported at 14%! Last week we mentioned that Q1 GDP was negative, my guess is Q2 is on its way to a negative number ...
Week in Review: Sell in May and Go Away?

Week in Review: Sell in May and Go Away?

By:  Matthew Theal, CFP® & Joshua Winterswyk, CFP® Sell in May and go away? That’s the question I’m pondering after a disastrous month of March, April was a great month for the ...
Week in Review: Negative Oil Prices

Week in Review: Negative Oil Prices

By:  Matthew Theal, CFP® & Joshua Winterswyk, CFP® Every Friday afternoon we recap what we are reading and the content we have produced. We hope you enjoy! How can oil prices turn ...
 Week in Review: It’s Time to Reopen California

 Week in Review: It’s Time to Reopen California

By:  Matthew Theal, CFP® & Joshua Winterswyk, CFP®  Every Friday afternoon we recap what we are reading and the content we have produced. We hope you enjoy!  We are now more than ...
 Week in Review: Experts Doubt the Stock Market Rally

 Week in Review: Experts Doubt the Stock Market Rally

By:  Matthew Theal, CFP® & Joshua Winterswyk, CFP®  Every Friday afternoon we recap what we are reading and the content we have produced. We hope you enjoy!  The stock market experienced another ...
Do Not Fall for the Annuity Sales Pitch After COVID-19

Do Not Fall for the Annuity Sales Pitch After COVID-19

By Brent Pasqua Annuities generally bring out many emotions for people, including financial advisors. Many people do not understand annuities, some are immediately turned off by them, and others believe ...
Week in Review: Small Business Owners Line Up for Payroll Protection Program Loans

Week in Review: Small Business Owners Line Up for Payroll Protection Program Loans

By:  Matthew Theal, CFP® & Joshua Winterswyk, CFP®  Every Friday afternoon we recap what we are reading and the content we have produced. We hope you enjoy!  Compared to March, April has ...
Now Is a Great Time to Increase Your Retirement Savings

Now Is a Great Time to Increase Your Retirement Savings

By Joshua Winterswyk, CFP® The recent stock market decline has been the fastest in history, and Americans across the country are watching their retirement accounts drop in value. As of this ...
Financial Tips for Down Markets: Convert to a Roth IRA

Financial Tips for Down Markets: Convert to a Roth IRA

As the impact of the COVID-19 pandemic sends shudders of uncertainty into our markets and economy, you may be feeling a lack of control over your investments. But while your ...