Retirement

March 23, 2020

A Message to Our Clients

We hope this note finds you and your families safe and healthy during this time of turmoil and uncertainty.  Throughout the world, society is taking unprecedented measures […]
January 8, 2020

Recession Risk Tops CEO List of 2020 Fears

Fear of an economic decline topped the list of U.S. chief executives’ concerns going into 2020, according to a survey from the Conference Board.  The year […]
October 8, 2019

Consumer Credit Climbs Higher Than Expected

U.S. consumer credit increased more than forecast in August as school loans and other non-revolving debt rose by the most in three years. Total credit climbed […]
September 24, 2019

Most Americans Anxious AboutTheir Debt

Adults in the U.S. over the age of 18 say they have an average of $29,800 in personal debt (not including mortgages), and 15% of Americans […]
September 9, 2019

Most Americans Have Tapped Their Retirement Savings

Approximately 52% of respondents admit to tapping their retirement savings account early for a purpose other than retiring, according to a survey by MagnifyMoney.  The Investment […]
August 19, 2019

Foreclosure Activity Down 18% from 2018

Foreclosure reports are down 18% from a year ago, according to a new report from ATTOM Data Solutions.  This represents an 82% decline in foreclosures from […]
July 12, 2019

33% of Americans Have Cut Their Spending

When it comes to money, do most people prefer to spend, save, donate or invest?  The answer may come as a surprise. Contrary to what you […]
June 18, 2019

Business Owners Lack Confidence About Their Financial Future

A new survey of more than 1,000 high net worth business owners finds 95% of respondents are very or somewhat confident their financial plans will sustain […]
June 6, 2019

Household Debt Hits $13.67 Trillion

Total U.S. household debt rose 0.9% from the prior quarter to $13.67 trillion in the first three months of 2019, about in line with the pace […]