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The Week Ahead – March 18, 2019 – Test Your Annuity Acuity and Find Out How to Save Money on Travel

Despite wanting and needing more guaranteed income in retirement, many Americans are hesitant to purchase an annuity to provide that income. Read more

Blog

A Blog FROM A Dog – 3 Ways Retirement is Changing – A Financial Advisor’s Dog’s Perspective

Dear Humans,

I have some great words of wisdom for you all today: change is unavoidable. Some recent changes that I have had to endure include sharing my food with the cat Read more

Market Commentary

Weekly Market Commentary March 18, 2019

The S&P 500 rebounded 2.9% after last week’s decline as positive sentiment overcame a number of mildly negative economic reports and continued uncertainty regarding trade. The global MSCI ACWI shed 2.1%. The Bloomberg BarCap Aggregate Bond Index climbed 0.7%. Read more

Blog

From Where I Sit: Two Steps to Retirement Confidence

You don’t have to look very hard to be overwhelmed by the prospect of saving for retirement. You don’t even have to be of a certain age, 20-somethings to 60-somethings, we all feel the anxiety of ensuring a comfortable future (really! we asked and even our interns, Ruth and Jared, have retirement saving on their radar). Read more

News

Check out Debbie quoted in Bloomberg regarding New Jersey Millionaires’ Tax being a Double-Edged Sword for Bonds on March 5, 2019

A millionaire tax is a Catch-22 for New Jersey’s bondholders.

Taxing the rich at higher rates — which Governor Phil Murphy proposed Tuesday as part of his $38.6 billion budget — would likely boost demand for municipal bonds because the interest is exempt

Blog

The Week Ahead – March 11, 2019 – Discover the Secrets of Super Agers

If you’re reading this while pedaling a stationary bike, sipping a blueberry smoothie and chatting with your gym
buddies, congratulations: You just might become a “super ager.” Read more

Blog

The Cat Column – Audra Lists the 5 Riskiest States for Seniors

Dear Humans,

Not to brag or anything, but I have many great qualities and characteristics. For example, I am very energetic (I play with my noisy toys all hours of the day and night), very punctual (as soon as the sun is up, I sit on my human’s face so that she knows it is time to wake up and feed me), Read more

Market Commentary

Weekly Market Commentary March 11, 2019

The S&P 500 finally experienced a meaningful decline after posting gains nearly every week this year. The index dropped 2.2% last week. Read more

Monthly Newsletters

March MPL: Retirement Planning Month

According to recent Gallup polls, the average American is retiring at age 66, which is up from age 63 in a 2014 poll. (1) By all accounts, data suggests that American’s are working (and living) longer. Read more

News

Check out Debbie quoted in Financial Technologies Forum on February 7, 2019

Debbie Taylor was recently interviewed by Financial Technology Forum regarding the shake up on Wall Street.

Read more