Posts by Myles Zueger

Some of the most common New Year’s resolutions have to do with fitness and finances. This is no surprise, as a new year can be a great time to hit the reset button. But, the most important piece of any change is being willing to stick to it for the long run, not just for…

During the holiday season with all of the new toys and electronics that are out, financial gifts are not always the first thing that comes to mind for kids. However, these financial gifts can often be the most impactful. Whether it be helping set them up for their education down the road or just creating…

Recovering from a financial loss is something no one ever wants to go through. Whether it be losing your job and income, having an investment go belly up, or having someone steal from you – it can be frustrating and humiliating. But sometimes lessons can be learned – although expensive ones – and key takeaways…

There are many different things that you can make money by investing in. Some of the most common investments that come to mind for people are stocks, real estate, precious metals, cryptocurrencies, and the list goes on and on. Depending on your situation and goals, all of them may not be the right fit for…

As we close in on the mid-term elections, the investment committee has been meeting and discussing our models and overall investment strategies. If you recall last month, we sent out an update mentioning these same points and some key support levels that we were watching. The markets continue to hover around those same levels and…

With October and November just around the corner, selecting and updating your benefits for the coming year will be time. If nothing has changed in your situation, this is just a great time to confirm that what you originally selected still applies to you. If there have been changes in your situation and you have…