Insights & Updates

Blog2018-03-16T09:59:51-05:00
2311, 2020

Developing an Estate Plan: Drafting a Will and Designating Powers of Attorney

By |November 23rd, 2020|Categories: Uncategorized|Tags: , , , , , , , , , , , , , |Comments Off on Developing an Estate Plan: Drafting a Will and Designating Powers of Attorney

Developing an Estate Plan: Drafting a Will and Designating Powers of Attorney By: Stacey Nickens Christmas wish lists were popularized in the late 1800s. An illustrator, Thomas Nast, published a series of pictures depicting Santa Claus reading letters from naughty and nice children. Nast later drew and published a picture of a child mailing their [...]

2011, 2020

Developing an Estate Plan: Creating a Master Directory

By |November 20th, 2020|Categories: Blog|Tags: , , , , , , , , , , , |Comments Off on Developing an Estate Plan: Creating a Master Directory

Developing an Estate Plan: Create a Master Directory By: Stacey Nickens I've always been a planner. When I homeschooled my children, I loved making their daily checklists and printing those checklists on pretty, bordered stationaries. I'm known for my love of calendars and flash cards, and I've never seen I list I didn't like. However, [...]

1611, 2020

Positions I’m Watching: Industrial REITs

By |November 16th, 2020|Categories: Blog|Tags: , , , , , , , , , , , , , , , |Comments Off on Positions I’m Watching: Industrial REITs

Positions I'm Watching: Industrial REITs  By: Stacey Nickens Last week, Pfizer announced that their vaccine was 90% effective when tested on a small group of individuals. This news pushed the market away from growth equities towards value stocks. The move came as investors began to have hope that the pandemic's hardest-hit industries, such as airlines [...]

1611, 2020

The Stock Market This Week: November 16-20

By |November 16th, 2020|Categories: Blog|Tags: , , , , , , , , |Comments Off on The Stock Market This Week: November 16-20

The Stock Market This Week: November 16-20 By: Stacey Nickens Earnings Reports Walmart reported earnings per share of $1.34 and revenue of $134.7 billion in Q3. Both their EPS and revenue clocked in above expectations. Walmart executives attributed their strong third quarter to a growth in e-commerce. Home Depot reported earnings per share of $3.18 [...]

911, 2020

The Stock Market This Week: November 9-13

By |November 9th, 2020|Categories: Blog|Tags: , , , , , , , , |Comments Off on The Stock Market This Week: November 9-13

The Stock Market This Week: November 9-13 By: Stacey Nickens Earnings Reports McDonald's delivered an upbeat earnings report, posting earnings of $2.22 per share compared to the estimated earnings of $1.90 per share. U.S. sales picked up in the third quarter and helped the fast food chain. Beyond Meat reported a loss of $0.28 per [...]

911, 2020

5 Strategies for Managing Your Employer-Sponsored Retirement Plan

By |November 9th, 2020|Categories: Blog|Tags: , , , , , , , , , , , , , , , , , , , |Comments Off on 5 Strategies for Managing Your Employer-Sponsored Retirement Plan

5 Strategies for Managing Your Employer-Sponsored Retirement Plan By: Stacey Nickens Pension plans have traditionally funded many American's retirements. However, pension plans are becoming increasingly uncommon. In their absence, more retirees are relying on 401(k)s, 403(b)s, or 457 plans. However, I often find that individuals do not take an active role in managing or reviewing [...]