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Smarter in :90 - Documents Needed for a Home Loan

If you've ever gotten a home loan, you can commiserate with Kate. In this video, I help clear up the confusion and give Kate some tips to help her bring the right documents. . .

Smarter in :90 - Know Before You Owe

Kate wants to get a home loan fast. A new process required by the Consumer Protection Bureau adds some additional steps to securing a mortgage. But there are some great benefits to Kate. Watch . . .

Smarter in :90 - Learn How the Liability Shift Affects Your Business

Financial lingo can be confusing for Kate. In this Smarter in :90, Jan explains to Kate what the liability shift is and what she needs to do about it.

Navigating Your Portfolio Through Turbulence

What’s an investor to do about rising volatility? For many investors, the answer is, not much. Ideally, one wants to be in the market on the up days and out on the down days. In reality, no one. . .

Investment Overview: 2nd Quarter 2016

As we enter the third quarter, economic conditions in the U.S. generally point to continued expansion. Importantly, consumer spending has been increasing at a solid pace after a winter slowdown. . .

June 2016 Investment Update

As we enter the third quarter, economic conditions in the U.S. generally point to continued expansion. Importantly, consumer spending has been increasing at a solid pace after a winter slowdown. . .

Start Now, Not Later

When planning for retirement, the phrase “start now, not later” are words to live by. Having time on your side is a very powerful retirement planning tool. Unfortunately, time is something that . . .

May 2016 Investment Update

After a sluggish first quarter, the U.S. economy is showing some signs of life as we near the end of the first half of 2016. First quarter GDP was revised upward to 0.8% from the initial . . .

The ''New'' Fiduciary Rule

Ever since the meltdown of the financial services industry in 2008, there has been concern about the standards to which investment advisors should be held. The longstanding rule has been one of . . .

April 2016 Investment Update

The U.S. economy continues its tepid expansion, reflecting mixed economic data and uninspiring global growth. First-quarter weakness has become something of a trend over the last few years, with...

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