During these uncertain times, having a financial plan is essential. You need a plan that helps you see the big picture and lays the foun...

In the past week, we’ve seen signs of progress in the coronavirus pandemic. As such, it’s a good time to evaluate where we are with conta...

Today, Brad McMillan provides an update on the coronavirus crisis, including how it has affected the economy and financial markets thus f...

The Federal Reserve (Fed) has been consistently ahead of the coronavirus crisis. To help ensure that this medical crisis does not transmu...

We recently saw one of the worst weeks in history for the stock market, followed by the best single-day rally for the Dow Jones Industria...

Despite attempts by Chinese authorities to contain the coronavirus, the numbers make clear that the virus is now spreading around the wor...

The IRS tax form mailing date for most non-retirement 1099 tax forms is February 15. As in past years, National Financial Services LLC (N...

It’s that time of year when many people set goals with the hope of changing their lives in the months to come. Some may set their sights ...

Deferred compensation is a term broadly used to describe any agreement between you and your employer to hold back your compensation until...

At the end of last year, the big question was, “Will 2019 bring the end of the recovery?” All of the data seemed to point to an answer of...

There has been a great deal of coverage on slowing growth. Indeed, on this blog we have looked at signs that the recovery may be close to...

Recently, the markets have experienced another round of volatility as the worries seem to be piling up. Tech stocks struggled on the news...

The headlines today are about the impending demise of social security, at least that seems to be the spin that many commentators are putt...

If you’re like many investors, you’re starting to worry. After all, the stock market has declined for the third month in a row, with the ...

As we approach year-end, we find ourselves in unfamiliar territory. Over the past several years, despite mounting worries about politics ...

We had the opportunity to spend time and learn from other Commonwealth Advisory teams from all over country at the annual National Confer...

This week, the big news was the Democrats’ takeover of the House of Representatives and the subsequent large bounce back in the stock mar...

Not for the first time, October was a difficult period for the stock market. With the drop seen over this past month, there is increasing...

After yesterday’s bounce, we’re seeing another bad day for the market. When I started writing this, the S&P 500 was down another 2 percen...

As consumers, we know that having a good credit score is important. Whether you are applying for a loan or signing up for a credit card, ...