Your Guide to Medicare Planning

Presented by Kevin Moore and Jake Rivas Did you know that the total projected lifetime health care costs (excluding long-term... View Article

How Do Restricted Stock Units Work?

Restricted stock units (RSUs)—a contractual right to receive company shares or an equivalent cash payment at some point in the... View Article

Are You an Intelligent Investor?

Presented by Kevin Moore and Jake Rivas Considered “the father of value investing,” Benjamin Graham wrote The Intelligent Investor more... View Article

Understanding IRA Minimum Distribution Requirements

Many people who have been contributing to Individual Retirement Accounts (IRAs) for years have watched their account balances grow through... View Article

The Importance of Market Evaluations

Although financial professionals often rely on long-term historical averages when making capital market assumptions, not all starting points are the... View Article

Update On the Payroll Protection Program (PPP)

The Payroll Protection Program (PPP) was created to provide loans to help distressed small businesses stay afloat and save jobs... View Article

Will Trade War Lead to More Market Volatility?

Presented by Kevin Moore and Jake Rivas On July 26, 2019, the S&P 500 peaked—but it has since dropped by... View Article

Time to Hit the Panic Button on Market Volatility?

Presented by Kevin Moore, CFP® Recent declines have taken the U.S. stock markets down more than 2 percent. Not surprisingly,... View Article