





One of the world’s leading credit rating agencies, Standard & Poor’s, has downgraded the United States’ credit rating for the first time in almost 10 years. The outlook on the new U.S. credit rating is “negative,” S&P said in a statement, indicating another downgrade was possible in the next 12 to 18 months. S&P cut the long-term US rating two…


Many have increasingly become concerned over the national debt, increasing political divisiveness, rising inflation and a 2nd pandemic wave. But where are we really safe if the worst transpires? Why Are Americans Losing Faith in the U.S.A.? We recently surveyed clients prior to our Forecast 2021 webinar, and it seems most are even more concerned about the political climate now than…
As clients age, they tend to have many of the same concerns and questions when planning for the future. Below are some common questions: What if my taxes, cost of living or medical expenses increase substantially? What if I am forced into retirement? What if I become disabled? What if I live too long? What if I die too…
