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'Twas the Night Before Stimulus, and All Through the Congress...
With soft patches in economic data, which is very normal in any recovery, there is additional concern over rising COVID cases accompanied...

Scott Poore, AIF, AWMA, APMA
Dec 18, 20204 min read
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A Bucket Plan to Go with Your Bucket List
John and Mary are nearing retirement and they have a lot of items on their bucket list. Longer life expectancies mean John and Mary may...
jgoodson56
Dec 16, 20202 min read
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Are You a Financial Procrastinator? 5 Ways to Overcome it
Procrastination is a real thing that can trickle into other areas of your life. Financial procrastination is one of those areas. What is...
jgoodson56
Dec 14, 20203 min read
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Busy Week Ahead of Christmas Week
There's a lot to unpack for the week ahead. As a result, we've added more graphs than we normally include in the weekly recap. Click...

Scott Poore, AIF, AWMA, APMA
Dec 14, 20203 min read
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Friday Market Musings
Soft Patches of Economic Data Not Yet Indicative of an End to the Recovery. As cases of COVID increase, more restrictions and draconian...

Scott Poore, AIF, AWMA, APMA
Dec 11, 20204 min read
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Weekly Market Recap
The two key meetings to keep your eye on this week will involve vaccines and stimulus. On Thursday, the FDA will meet to approve...

Scott Poore, AIF, AWMA, APMA
Dec 11, 20202 min read
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Are Your Financial Resolutions In Sync With These Top 5 for 2021?
New year, new you? A great place to start is by looking at your financial resolutions. What do you want to change about your spending and sa
jgoodson56
Dec 2, 20203 min read
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Weekly Market Recap
All eyes will be on consumers through year-end as holiday sales will become the focus. The National Retail Federation is projecting...

Scott Poore, AIF, AWMA, APMA
Nov 29, 20201 min read
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Friday Market Musings
As we enjoy spending time with family and friends over the holiday, I’ll keep this week’s musings short-and-sweet. Our internal...

Scott Poore, AIF, AWMA, APMA
Nov 27, 20203 min read
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What is a Family Business Succession Plan and Do I Need One for My Business?
If you intend to pass your business on to the next generation, developing a business succession plan should be top of mind when...
jgoodson56
Nov 25, 20204 min read
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