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THE FINANCIAL FOCUS: Will Investors Change Behavior after the Pandemic?

The COVID-19 pandemic may end up changing our lives in some significant ways. To cite one example, it’s likely we’ll see a lot more people continue to work remotely, now that they’ve seen the effectiveness of tools such as videoconferencing. Education, too, may be forever changed in some ways. Perhaps just as important, though, is […]

FINANCIAL FOCUS: Business Owners’ Issues Go Beyond ‘Mom and Pop’ Label

If you own a small business, you typically don’t get a lot of recognition – so you may be pleased to learn that March 29 is National Mom and Pop Business Owners Day. You might not necessarily think of your business as a “Mom and Pop” operation, but it certainly contributes to the well-being of […]

FINANCIAL FOCUS: Put Tax-Smart Investing Moves to Work

We’re now well into what’s known as “Tax Season.” If your income in 2020 was affected by the COVID-19 pandemic, your tax return will reflect it. However, if your earnings were fairly normal last year, you might look at your tax situation and wonder how you could improve it in 2022. One area to look […]

The Financial Focus

Grandparents: Consider These Financial Moves  Each year, on the first Sunday after Labor Day, we observe National Grandparents Day. Although it’s not as widely recognized as Mother’s Day or Father’s Day, if you’re a grandparent, you probably want to do whatever you can to help your grandchildren on their journeys through life. So, you might […]

The Financial Focus

Nearing Retirement? What Questions Should You Ask?  The recent market volatility has affected just about everybody’s financial and investment situations – so, if you were planning to retire soon, will it still be possible?  

THE FINANCIAL FOCUS What Can Investors Learn from Cyclists?

Michael Vondra, AAMS®

May is National Bike Month. Of course, millions of Americans enjoy biking, so there’s reason to celebrate. But even if you’re not much of a rider, you can apply some of the guidelines and lessons of bicycling to other areas of your life – such as investing.

FINANCIAL FOCUS Business Owners: More Help on the Way

Michael Vondra, AAMS®

If you’re a business owner, you’ve probably gone through a range of emotions recently.  A few weeks ago, as part of the $2 trillion CARES Act, the Paycheck Protection Program (PPP) was launched to provide $349 billion to help small businesses keep their workers and stay afloat. Your expectations may have risen. But that money […]