Monday, May 20, 2024

We hope you are having a great start to Spring!

Tuesday, March 12, 2024

Monday, January 22, 2024

As we step into 2024, we reflect on a healthy 2023 in the financial markets. Here's a brief overview to keep you informed on what’s happening in the world of investments.

Monday, January 8, 2024

Dave Coult, CFP presents the Construction Market Guide for Winter 2024.

Wednesday, November 15, 2023

As we welcome the cooler days and the gentle rustle of falling leaves, we are reminded of the beauty and inevitability of change.

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Tuesday, September 12, 2023

Dave Coult, CFP presents the Construction Market Guide for Fall 2023.

Monday, August 7, 2023

Seize the Moment: Why It's Prime Time to Review Your Savings Strategy

Wednesday, July 5, 2023

Milestone Market Update Summer 2023

Tuesday, June 13, 2023

Dave Coult, CFP presents the Construction Market Guide for Summer 2023.

Thursday, March 16, 2023

As you have likely already heard, the FDIC took control of Silicon Valley Bank (SVB) this weekend after word got out that the bank was in financial trouble and depositors rushed to withdraw their funds. This was the second largest bank...

Friday, January 20, 2023

Happy New Year! We enter 2023 with a changed investment landscape.

Monday, January 16, 2023

On December 29, 2022, President Biden signed into law the Consolidated Appropriations Act, 2023, an omnibus spending bill that includes the SECURE 2.0 measure (a.k.a. the Securing a Strong Retirement Act 2.0).

Tuesday, September 27, 2022

My (Justin) youngest daughter Emma just celebrated her third birthday. She really wanted a magical unicorn for her birthday.

Friday, June 24, 2022

Former heavyweight boxing champion Mike Tyson is credited with saying: “Everyone has a plan until they get punched in the mouth”. Inflation has landed a nasty uppercut to the markets so far this year as it’s currently at levels not seen...

Monday, April 25, 2022

Happy Spring! To say we are in a tough market environment would be a massive understatement.

Friday, February 25, 2022

As you are likely aware, Russia has invaded Ukraine which has sent shockwaves across the world and caused disruption in the stability of asset prices. We will be continuously monitoring the situation and its impact on the markets, but...

Wednesday, January 26, 2022

Happy New Year! We hope this message finds you well and you had an enjoyable holiday season.

Tuesday, October 26, 2021

As retirement gets closer, it may be time to re-think how you handle your 401(k).

Tuesday, September 14, 2021

We hope you've had a fantastic summer! In this newsletter, we provide: 1. A security update on logging into your account through Investor360 2. Our thoughts on the markets 3. A recap of our summer and what we've been up to personally

Monday, March 29, 2021

On March 11, 2021, President Biden signed the American Rescue Plan Act of 2021 (“the Act”) into law, with large portions of the bill acting as an economic stimulus for individuals and businesses affected by the COVID-19 pandemic.

Wednesday, February 10, 2021

We hope the “Blizzard of ‘21” provided you, if you live in the northeast, with a touch of beauty and a positive distraction from the barrage of news we’ve been seeing lately! Despite the tremendous challenges we have faced over the last...

Wednesday, December 23, 2020

As we near the end of this challenging year, we reflect on those who have died and all who are experiencing loss. We grieve with them. We applaud the bravery of our healthcare and essential workers who have been on the front lines...

Thursday, August 27, 2020

We hope you are enjoying your summer! 2020 has been a challenging year to say the least, but we are grateful for our health and the relationship we have with you. We are sad we won’t be able to host the car show picnic this year!

Tuesday, August 25, 2020

If you have a good credit rating and a low mortgage interest rate (Google “current mortgage rates”), the decision of whether to accelerate your mortgage payoff or not is a question of your preference and tolerance for risk.

Thursday, May 7, 2020

We hope this message finds you and your loved ones safe and healthy! We wanted to check in to let you know we are all doing well and are available to talk if you need us. For now, we are conducting our normal reviews via video calls or...

Monday, April 20, 2020

The Coronavirus triggered the fastest decline in stock prices we have seen since the Great Depression. While high volatility is likely to remain, what things should you be doing to ensure the economic impact from this doesn’t derail...

Monday, March 9, 2020

Fear over the impacts of coronavirus, a sharp drop in oil prices, and government bond interest rates hitting historic lows are shaking markets. What is happening, and what does it mean for you and your investments?

Friday, February 28, 2020

The stock market has had a rough week. As you are likely aware, concerns of a global spread of the Coronavirus (COVID-19) are mounting and are impacting the markets.

Tuesday, February 18, 2020

As you are likely aware, 2019 was a great year for investors. After a dip at the end of 2018, both conservative and aggressive investors profited as stock and bond markets were up well over their historical averages for annual returns.

Thursday, February 13, 2020

Losing a loved one is never easy and it’s certainly not any easier if they leave us prematurely. You will want to make sure you are covered appropriately during your working career to ensure your family can continue financially...

Thursday, August 15, 2019

When we walk into a bank and want to invest our money safely by buying a CD (thereby lending the bank money for a fixed time period), we expect a higher interest rate for a 10 year loan than a 2 year because we’re giving them our money...

Thursday, July 11, 2019

There is a little-known strategy in working with your company’s retirement plan that may allow you to save significant amounts in tax on your retirement savings.

Friday, June 21, 2019

“The best time to plant a tree was 20 years ago. The second-best time is now.” – Chinese Proverb. Meet Sam Saver. Sam is 14 years old and just finished 8th grade.

Friday, May 10, 2019

Many investors are attracted to high dividend yield stocks for the income they produce.

Wednesday, April 17, 2019

Happy Spring! We hope you’re enjoying this warmer weather as much as we are!

Tuesday, March 26, 2019

Stock market crashes are tough. Most of us will spend our entire working career saving money for retirement, investing a lot of that savings in the stock market. Why the stock market?

Monday, March 25, 2019

Retirement! You have made it! No more PSSAs or Keystones, no more repeating directions 12 times, and you can go to the bathroom whenever you want!

Thursday, March 21, 2019

If you’ve been following the financial news recently, you may have heard the term “fiduciary”. It became a popular buzz word when the U.S. Department of Labor proposed new regulations (called the “Fiduciary Rule”) on investment advisors...

Thursday, March 21, 2019

Have you ever asked, “Why does this have to be so complicated?”. All too often, we meet with people who have been sold expensive, complicated financial products that they really don’t need.

Tuesday, March 12, 2019

To the chagrin of many taxpayers, this rhetorical question will be asked many times when 2018 federal tax returns are filed. Of course, most Americans give to charity because they are passionate about an organization and its cause, not...

Monday, March 11, 2019

One of the most common concerns early retirees (pre-age 65) have is healthcare costs. Because it is one of the largest expenses in retirement, it often leads to people delaying retirement for the sole purpose of maintaining their...

Friday, February 22, 2019

Did you know that a portion of your Medicare premium is determined by your income? It’s true! Medicare Part B, which largely covers doctor’s visits, ambulance services, durable medical equipment, chiropractic care, and outpatient...

Monday, January 21, 2019

A written business plan is a critical tool in setting the vision and goals for your company and creating intense focus on the key performance metrics that will drive success.

Thursday, December 27, 2018

After a long hiatus in the stock market, investors are being re-introduced to pain – not just to a stock market where values bounce up and down a lot, but to account values that can slide lower, week by week and month by month.

Monday, November 5, 2018

Welcome to the Milestone Newsletter! We hope this communication allows us to share stories and financial content that is helpful to you – both personally and professionally.

Monday, November 5, 2018

Quick Update The last few days have been tough for investors. Most of the time markets are driven by economic fundamentals (i.e. earnings, valuation, growth, unemployment, inflation), but then there are pockets of time where fear and...

Monday, November 5, 2018

I have a secret for you. Are you ready?

Friday, April 20, 2018

We hope this update finds you well! Among the Super Bowl headlines and Punxsutawney Phil seeing his shadow, predicting 6 more weeks of winter, you may have noticed that volatility has returned to the stock market for the first time in...

Friday, April 20, 2018

Happy Spring! In our last market update, we noted that Punxsutawney Phil saw his shadow. As it turns out, his prediction of 6 more weeks of winter was spot on. We also discussed volatility coming back to the markets and we have...