by Tom Fleishel | Jul 20, 2022 | Uncategorized
Markets and the economy are in one of the more uncertain times with unclear guidance. “Our view is cautious as we close out the second quarter,” said Rob Haworth, senior investment strategist at U.S. Bank Wealth Management. “Global central bank...
by Tom Fleishel | Jun 12, 2022 | Uncategorized
The Insured Retirement Institute (IRI) conducted a survey in March 2021, and the results demonstrated that Americans have a lot to learn about retirement planning. The online study was conducted in March 2021 and included 990 Americans between the ages of 40 and 73....
by Tom Fleishel | May 20, 2022 | Uncategorized
Prioritizing finances can be very difficult. Should you pay off debt? Save for retirement? Make extra mortgage payments? Save for your kids’ college fund? When you have a lot going on in your financial life, it can be hard to figure out what to do with your money...
by Tom Fleishel | Apr 7, 2022 | Uncategorized
It’s probably an understatement to say there’s a lot going on at the moment. Between your work, family, friends, worries about the future, and the never ending news cycle, it can feel like everything is on the line when trying to make decisions about investing....
