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Am I Behind in Saving for Retirement?

By Cristina Wiebelt-Smith, CPA, Wealth Advisor Am I behind in my retirement savings? Am I where I need to be financially? These are common concerns when people come in to meet with us. I can relate to this concern because there were several years in our mid-30s where we weren’t able to save …

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How to Get Your Finances Back on Track After a “Gray Divorce”

By Scott Berryman, JD First there was Al and Tipper Gore. Then Bill and Melinda Gates. Divorce after the age of 50 is no longer so rare. From 1990 to 2010, the divorce rate for people over 50 doubled. It’s leveled off somewhat, but continues to rise for people over 65. Longer life exp …

Market Commentary: Volatility Is the Toll We Pay

After rising for five consecutive months, stocks have hit some weakness. This is to be expected. Investors have been rather spoiled this year, with stocks having one of their best starts. Yet, while stocks usually go up, they can also go down. Even in some of the best years, stocks tend to …

Financial Planning: It’s About Time

Nicholas Gertsema, Chief Executive Officer/Wealth Advisor Picture this: it was my son’s 15th birthday, and I wanted to do something special, something that would truly resonate with him. And what better way to do that than with music? My son had caught a bit of my country music bug, a …

Market Commentary: Weak Seasonality Still in Play

The S&P 500 has pulled back almost 5% since July 31. This is not surprising considering historical data. Factoring in seasonality has worked well for investors over the last 18 months. We’ve pointed out how bear markets tend to end in October, especially in midterm election years, with …

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