May 16, 2018 Market Update for the Month Ending April 30, 2018

Markets start to spring back

U.S. markets rebounded in April after two turbulent months. The S&P 500 Index gained 0.38 percent, the Dow Jones Industrial Average was up 0.34 percent, and the Nasdaq Composite posted a 0.08-percent return. 

May 16, 2018 Are You Making These Security Mistakes with Your Smartphone?

It’s tough to remember how we managed our daily lives without smartphones. How did we get around town without quick access to Google Maps? Pay our bills on time before we had credit card and banking apps? Or let someone know we were running late without text messaging?

May 16, 2018 Finding the Right Risk Management Tool and the Right Time

Each generation of people has different financial and risk management needs, and those needs evolve over time. Helping your clients identify key concerns at various milestones is a great way to start a conversation about their present and future circumstances. Often, they may not be aware of gaps in their financial plan.