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This Month's Blog Topics

Schwab: The Team Behind Our Team

As a client, you know that choosing the right advisor is important. As your advisors, we too strive to select great business partners. One of the key allies for every advisor is their custodian. We use Charles Schwab Advisor Services as our primary custodian. The company is an invaluable part of the value we offer clients—a team behind our team.

How Will the Election Affect the Market?

It’s been an unusual election cycle so far, with upstart, controversial candidates Donald Trump and Bernie Sanders giving the establishment candidates fits.

One question I’ve been receiving a lot is this: How will it impact my investments if a certain candidate wins? What if the next president enacts high import tariffs? Or jacks up taxes?

Are you saving enough for retirement?

Studies show that many of us aren't saving enough to eventually stop working. But you’ll need ongoing retirement income equal to between 60% and 85% of your current gross household income. And you may well need more to cover rising healthcare costs. There’s no bigger factor in reaching your financial goals that saving in a disciplined way. Example: If you save an additional $5,000 per year at a 7% annual rate of return, you'll gain an extra $186,000 over 20 years.

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