Insuring Your Retirement

Helping high-income households insure retirement.
We break down complicated ideas into useful information and actionable plans.

June 2021

Market highlights

This year’s July 4th holiday finds the nation at the halfway point of the year with Q2 behind us and approximately 46.4% of the population vaccinated according to the CDC, only two-thirds of the distance to the 70% herd immunity desired by President Biden. The pace of vaccination has slowed dramatically, but curiously, people who are not vaccinated are more comfortable going out and participating in economic activity than those who are vaccinated. (Wall Street Journal, May 24, 2021.)

2nd Quarter 2021

Portfolio Manager's Quarterly Commentary - Jun 23rd, 2021

The second quarter under the Biden...

May 2021

Market highlights

As the nation reflects on the sacrifices made by our servicemen and women...

April 2021

Market highlights

The U.S. economy continued to expand during April as commerce increased and...

April 30, 2021

Click below for a Market Update with Joe Maas. Covering topics such as inflation, interest...

March 2021

Market highlights

March activity resulted in a consecutive monthly improvement for domestic...

February 2021

Market highlights

Overall, February was a very positive month for the markets as all the major...

Capital Gains vs. Dividends

Not all returns are created equal, especially in the eyes of the government. While you may...

January 2021

Market highlights

The first month of the new year saw markets testing new all-time highs, but...

Was GameStop a Good Play?

The Little Guys Take on Big Hedge Funds With the Help of Reddit

The returns from what’s...