Here’s What We Think

CLICK HERE TO READ A BLACKROCK ABOUT MARKET PERFORMANCE AFTER MAJOR EVENTS

 CLICK HERE TO VIEW A FIRST TRUST GRAPH ABOUT WAR TIMES & THE STOCK MARKET

Click here to read an article by City National Rochdale about Inflation

Click here to read an article by City National Rochdale about Possible Federal Tax Law Changes 

CLICK HERE TO READ THE "BOTTOM LINE" OCTOBER 2020 NEWSLETTER FROM CITY NATIONAL ROCHDALE

 CLICK HERE TO READ MORE ABOUT MUNICIPAL BONDS FROM PUTNAM

Click here to reach a Hilltop Securities article about Texas' ERCOT-Area Public Power Utilities

Click here to read a Hilltop Securities Article about Brazos Electric Power filing for Ch. 11 Bankruptcy

Click Here to Read NorthStar's Healthcare Income 2021 Financial Report

Inflation Creeping into Personal Finances

Inflation is causing prices to rise for everyday consumers. How will this rise affect your overall strategy?

Should I Refinance My Student Loans?

College Planning

Refinancing your student loans may save you thousands of dollars over the course of your loan. Is it right for you?

8 Legal Documents Parents and College Students Should Sign

College Planning Family

For those who have a kid headed off to college, have you gone over the "what if" scenarios with them? In case of emergency, you and your college student will want to have this paperwork filled out ahead.

2021 Is Halfway Over: How to Conduct a Mid-Year Financial Checkup

Investing College Planning Retirement

Here are six things you can do right away to make sure your goals are being met and your finances are in good shape before heading into the second half of 2021.

5 Ways a Financial Advisor Can Bring Value to Your Post-COVID Life

Coronavirus Investing College Planning Retirement

If your financial standings were impacted by the pandemic, here are 5 ways a financial advisor can help get things back on track.

If a College Student Receives an Inheritance, Will It Affect Their Financial Aid?

Investing College Planning Retirement Family

Being able to leave a legacy for your children and grandchildren is important - but did you know an inheritance could affect financial aid for some college-bound students?