Blog
August is National Make a Will Month
When was the last time you reviewed your will or estate strategy? August is National "Make a Will" Month, an excellent annual reminder to update or create your will. A will can outline your wishes and help guide the settlement of your...
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When Should You Benefit?
Social Security plays an important role in your retirement strategy. But, don’t forget, the amount you’ll receive depends on the age at which you file. You can start claiming benefits as early as 62, but for each month you delay past...
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Holy Sweet Tooth, Batman! Cocoa Prices Soar
As a rule, I avoid drawing attention to market anomalies unless I believe there’s a good investing lesson for everyone. The unusual price action in the cocoa market is giving me that opportunity. So today’s lesson is, “hindsight is...
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Recipe - Cranberry Pistachio Cookies
I had a nutty idea -- how about a dessert recipe? People have been asking for quick and easy desserts, so let’s have a go at it! To prepare these delightful cookies, follow these simple steps: 1. Preheat your oven to 350°F. Line two...
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Recipe - Chicken Alfredo Baked Potatoes
It's recipe time again! This one’s a real crowd-pleaser, and you might find yourself doubling the recipe for your next big event. The dish is an event in itself: Chicken Alfredo Baked Potatoes. Okay, let’s get to it! To...
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Recipe - Kale, Roasted Peppers & Olives
Here’s another recipe idea for you: Kale, Roasted Peppers & Olives. This dish combines the earthy flavors of kale with the tanginess of roasted peppers and the briny taste of olives, resulting in a harmonious and satisfying meal...
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Recipe - Citrus Twist Orange Roughy
Have you been trying to cook more at home? I have, but sometimes it’s difficult to try new things if you don’t have an idea you want to try. Here’s an exciting and delicious recipe for Citrus Twist Orange Roughy....
Read MoreWhat's Driving the Markets?
Metrics that Matter Video Metrics that Matter Newsletter Angel Oak Webinar Replay January 16, 2024 Attached above is our weekly newsletter, The Metrics that Matter, which reviews key drivers of recent market...
Read MoreSeason's Greetings!
Seasons Greetings! We wanted to take a moment to express our gratitude for your continued trust and support. Enjoy the magic of this season, surrounded by loved ones and creating lasting memories. We look forward to assisting you in...
Read MoreMedicare Open Enrollment Ends December 7
Medicare Open Enrollment is coming to a close, so if you are considering making a change to your plan, it's time to take action. Changes you make during 2023 open enrollment go into effect on January 1, 2024. Here are a few factors...
Read MoreWhere There's A Will
"Where there's a will, there's a way." Sage advice that applies not only to our lives but to your estate strategy.When was the last time you reviewed your will or estate strategy? August is National "Make a Will" Month, an excellent...
Read MoreSummertime Checkup
Summer’s here, and the time is right for vacations, outdoor activities, and fun. It’s also a good time to consider a few financial matters. Here are some questions to ask yourself mid-year.Goals still the same for 2022? Has...
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Ready for Medicare Open Enrollment?
Medicare’s annual open enrollment period begins October 15 and ends December 7. During this time, current Medicare beneficiaries have the option to adjust their coverage for the coming year. Any changes to your plan will go into...
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2021 Retirement Confidence Survey
Will your retirement dreams match your reality?That's perhaps the most critical question to ask people who are currently retired. Was your retirement what you expected, or was it something else?For more than 30 years, the Employee...
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“Green Shoots” in the Economy
Investors looking for "green shoots" to confirm that the economy is on the mend have seen plenty of examples in recent weeks. Retail sales rose 9.8% in March, the largest monthly gain since May 2020. It's important to remember that...
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What Forces Are Driving the Housing Market?
Recently, you may have seen reports that a record-low number of homes are available for sale—roughly 1.03 million nationwide. If you compare that to the average number of homes for sale during the past 10 years, it's no surprise...
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Roth Conversion in 2020 - Is It Right For You?
The COVID-19 pandemic has shaken up nearly every aspect of American life. To say it’s been a difficult time would be an understatement. However, difficult times may open doors to new possibilities. Businesses are changing...
Read MoreJanuary Is Financial Wellness Month
January is Financial Wellness Month, a time to remind people to make arrangements for their financial strategy.For me, it’s time for me to connect with new clients and discuss their financial situation and aspirations for their...
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Thinking of You During the Holidays
For many of us, 2020 has been a year unlike any other. For some, it’s brought hardships that have tested the hardiest of souls. For others, it has brought unspeakable loss.Yet, we press on, and as we do, we may be surprised to...
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Will the Grinch Steal Christmas?
The start of the holiday shopping season can provide important clues about the economy's state and, more importantly, overall consumer confidence. So far, the results have been a “mixed bag” with empty malls and busy...
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