Many folks who have just begun working with us are surprised by how our planning process starts. We don’t begin by talking about IRAs, 401(k)s, or how much you’re saving. Instead, we begin by talking about you, not your money. Putting your life before your financial...
In this week’s recap: Coronavirus continues to drive the markets, even as bankers and health professionals take decisive steps to stem the tide. Weekly Economic Update Presented by Pinecrest Financial, March 23, 2020 THE WEEK ON WALL STREET The stock market suffered...
“How am I doing?” That’s a big question that most people have when it comes to their money. One way we tend to look for answers is by comparing what we have to what our neighbors, friends, and family, have. Even though we know deep down that “the grass is always...
We’re still in the early stages of understanding how the coronavirus outbreak will affect global health care and economics for the rest of the year. However, when we look at your most recent $Lifeline, we can see events that we’ve been anticipating for quite some...
In this week’s recap: Continuing concerns over COVID-19, aided by cuts in oil production overseas, contributed to continued market volatility. Weekly Economic Update Presented by Pinecrest Financial, March 16, 2020 THE WEEK ON WALL STREET Markets remained...
