Memorial Day 2020 with square margin

In Observance Of Memorial Day 2020 – “Never Forget That Freedom Isn’t Free”

Our office and the financial markets will be closed on Monday, May 25, 2020 in observance of Memorial Day.

Read full story Comments { 0 }
women friends walking path shutterstock_1549485185

Retirement Playbook: How Portfolios Can Bounce Back From Down Markets

It’s easy to get caught up in discouraging economic news, and lose sight of your long-term financial roadmap. That’s why Mari was glad to have a conversation with veteran financial journalist Gail MarksJarvis, writing for Barron’s, about how retirees can stay on track by taking positive steps to protect their portfolios in times of turbulent […]

Read full story Comments { 0 }
Woman spreading vegan cream cheese on a toast

Refinancing Done Right: When A Mortgage Re-Do Generates Big Savings

Rates are lower than ever, so we’ve been helping several clients explore mortgage refinancing options. When a refinancing is done right, it can save you thousands of dollars. But not every potential refi makes the cut. Sometimes the expenses just don’t justify the potential savings. But the refi that closed last week for our clients […]

Read full story Comments { 0 }
stacey doan NSF GRant

Congratulations To CMC Professor Stacey Doan On Winning NSF Grant To Study Coronavirus Pandemic

Congratulations to Associate Professor Stacey N. Doan, a health psychologist at Claremont McKenna College and director of the Berger Institute for Work, Family and Children, for landing a prestigious National Science Foundation grant to study the effects of the coronavirus pandemic on families with young children. Associate Professor Doan is the principal investigator on the project. Two […]

Read full story Comments { 0 }
coronavirus credit worries wallethub

Women: Here’s How To Protect Your Credit During The Pandemic

Millions of Americans are concerned about protecting their credit during the coronavirus pandemic, and especially women. We’re all affected by the coronavirus pandemic. But some are facing greater financial challenges as they wait for the economy to rebound. Almost 90 million Americans are worried about their credit scores and whether they will be damaged before […]

Read full story Comments { 0 }
Don Calcagni

Investing For Retirement Income In A Low-Yield World

Guest Blog By Donald Calcagni, CFP®, MST, Chief Investment Officer Mercer Advisors Summary With interest rates at historic lows, investors are wondering how to generate retirement income. Despite low rates, there’s no need for investors to recklessly chase yields in high-risk asset classes. There’s a better way, one that focuses on your lifestyle, your legacy, and your […]

Read full story Comments { 0 }
lion crown Image by Thomas Wolter from Pixabay thomas wolter king-3832148_1920

Quote Of The Week: Cash May Be King, But It Isn’t Earning Anything

“Over the past two months, households have understandably wanted to boost their cash holdings to wait out the unprecedented volatility of the first quarter and the fear of lost wages.” “But while holding cash can be reassuring for households needing to meet short-term obligations, it can be detrimental to investment portfolios when it isn’t earning anything. And with […]

Read full story Comments { 0 }
house modern florian-schmidinger-b_79nOqf95I-unsplash

Florida Real Estate Holds Its Own During The Pandemic

We may be in the midst of a global pandemic, but life goes on. No surprise, then, that we have clients who are selling, building, buying, and refinancing homes across the state, despite COVID-19. Curious as to how Florida’s real estate market is weathering the pandemic? Here’s some highlights: Transactions are continuing day by day. […]

Read full story Comments { 0 }
mothers day 2020 group

Celebrate Mother’s Day 2020 – “A Perfect Mother”

Read full story Comments { 0 }
ford mustang vintage free pixbay

Why A Juicy Auto Insurance Rebate May Be Headed Your Way

It’s not often you get money back. But billions of dollars in auto insurance rebates may be headed your way, according to the Insurance Information Institute. Industry sources say auto insurers will be giving back to policyholders $10.5 billion in premiums and benefits either as policy credits, percentage discounts, dividends, or added insurance coverages. One […]

Read full story Comments { 0 }