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Retirement

Financial Planning

Estate Planning

Year-End Estate Strategies

What you need to know to get ready for the end of the year. With one year ending and a new one on the cusp of starting, many people will consider their resolutions—not their estate strategy. But the end…

Health Insurance

Facts About Medicare Open Enrollment

How much do you know about the different coverage options? Medicare’s open enrollment period runs from October 15 to December 7. If you are enrolling in Medicare for the first time, give yourself plenty of time. You may discover…

Investment Market News

The upcoming cliff edge?

Guest Post by Ned Davis Research According to NDR, the strong rebounds in economic activity observed upon reopening after lockdown could be at risk amid expiring stimulus. One crucial level of stimulus has been income support. With some social…

Market News

The Bull Is Back… Will It Keep Charging?

These are extraordinary times, and traditional expectations and measures of value may not tell the whole story. On August 18, 2020, the S&P 500 set a record high for the first time since COVID-19 ushered in a bear market…

Market News

Why Roth IRA Conversions May Now Be Advantageous

Thanks to a couple of factors, some investors are thinking about this move before 2020 ends. Roth IRAs have attracted retirement savers since their introduction in 1998. They offer the potential for tax-free retirement income, provided Internal Revenue Service…

Market News

The Fed’s Year-Long Review Expected in September

Changes may be on the way. The Federal Reserve’s Open Market Committee has eight scheduled meetings each year when the seven board members review the nation’s economic activity and set the federal funds rate’s target rate. In this extraordinary…

JOIN US FOR THE NEXT BCJ LIVE MARKET UPDATE

This 30 minute live webinar featuring guest Ned Davis Research, will cover a current economic and market update as well as give attendees the opportunity to submit questions to the presenters.

Tuesday, October 27th