by Sean Dailey | Mar 7, 2018 | Financial Planning, Investment Planning, Retirement Planning
Managing your investment portfolio is a lot like practicing holistic medicine. Achieving proper balance means understanding that the whole body is made up of interdependent parts. If one part is not functioning well, all the other parts are impacted because it’s an...
by Sean Dailey | Feb 14, 2018 | Financial Planning, Investment Planning, Retirement Planning
Wall Street is experiencing the second-longest bull market since March of 2009. For the first time since 1935, the Standard & Poor’s 500 stock index logged a 12-consecutive-month positive return in October. Drawn to the strong returns, investors have feasted on...
by Sean Dailey | Feb 6, 2018 | Tax Planning
If you are a parent, chances are you know how expensive it is to have kids. A 2017 report by the Department of Agriculture estimates it costs $233,610 for a middle-income family to raise a child born in 2015. Taking care of your aging parent at the same time can be...
by Sean Dailey | Jan 24, 2018 | Tax Planning
Like it or not, tax season is here. For many taxpayers, just thinking about the experience causes stress and anxiety. But just like going to the dentist, the more preparation you’ve done up front, the less painful the experience. Here are 6 tips that can help you get...
by Sean Dailey | Nov 22, 2017 | Retirement Planning
Your retirement is a long-awaited moment, but like any major life change there are some things to be aware of. The routine you have been accustomed to is changing drastically, which can cause some to be concerned about what to expect. That’s why we’ve gathered some...
