Insuring Your Retirement

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

Halfway through 2021

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...

Portfolio Manager's Quarterly Commentary for Q2

The second quarter under the Biden administration saw the economy continue to recover as vaccination rates continue toward an aspirational rate of...

May's Flowers Didn't Disappoint

 

As the nation reflects on the sacrifices made by our servicemen and women this Memorial Day, and as Q2 enters its third and final month with...

Bridges, Broadband, Roads & Corporate Tax Rates

The U.S. economy continued to expand during April as commerce increased and more individuals could return to work. Approximately 29% of all...

Market Update - What's Moving The Market

Click below for a Market Update with Joe Maas. Covering topics such as inflation, interest rates, corporate endings, the fed, the US 10 year...

10 Year Treasuries & Domestic Markets Improve

March activity resulted in a consecutive monthly improvement for domestic market indices as the Dow Jones Industrial Average and its junior, the...

One Year Later, Economies Slowly Begin to Reopen

Overall, February was a very positive month for the markets as all the major domestic indices climbed higher, even though the 10-year Treasury’s...

Difference Between Capital Gains & Dividends

Not all returns are created equal, especially in the eyes of the government. While you may think a 10% return is the same regardless of whether...

Georgia Senate, Capital Riots, Inauguration, & Impeachment

The first month of the new year saw markets testing new all-time highs, but by month-end, the Dow Jones Industrial Average slipped about -2% from...

Was GameStop a Good Investment?

The returns from what’s happened with GameStop over the last few weeks has to have investors wondering, where’s the next opportunity? Another...