by Derek Dall'Olmo | Jul 8, 2021 | Weekly Happenings
One of the greatest TV game shows of all time is Family Feud. The old episodes with Richard Dawson as host were the best. As the years have gone on, the survey questions have gotten wackier. That brings us to a recent financial survey that shows some wacky results....
by Derek Dall'Olmo | Jul 6, 2021 | Monthly Market Brief
US Stocks The old is new again as investors turned their focus back to the big technology stocks such as Apple, Microsoft, Google, Facebook, and Amazon. Strength in these mega-cap companies helped lift the S&P 500 to an all-time high in June. It was a fifth...
by Derek Dall'Olmo | Jun 23, 2021 | Weekly Happenings
Earlier this month, legislation was put forward in the Senate to beef up emergency savings opportunities for retirement participants. The “Enhancing Emergency and Retirement Savings Act of 2021” would let people withdraw from their retirement accounts penalty-free....
by Derek Dall'Olmo | Jun 18, 2021 | Uncategorized
Different seasons of life call for different insurance needs. Remember back when you were in your early 20s and didn’t seem to have a care in the world? Life changes quickly (in a good way!) as we age – we find that special someone, buy a home, have kids, maybe...
by Derek Dall'Olmo | Jun 16, 2021 | Weekly Happenings
One of the best things about summertime in the Great Lakes is how verdant the landscape is. Being surrounded by big, beautiful sugar maple trees in deep green with a warm breeze—it doesn’t get much better than that. Green is also a trend we see in financial markets....
