The January 2021 Update
Market Update
As 2020 has come to a close, we can’t help but reflect on what is sure to go down as one of the most unpredictable years the financial markets have ever seen. The pandemic that rocked the entire globe in the first quarter has changed the world forever, with the end results still very much up in the air. New industries have literally been created overnight, while others have likely seen their fate sealed through no fault of their own. The year 2020 will serve as a reminder to always be prepared for the unexpected.
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Are You Receiving a Severance Package from Coca-Cola?
If you might receive a severance package soon, you probably have financial questions that need timely answers. This paper will address ten key areas that you’ll need to be prepared for during a job transition period.
Time to Go on a Financial Diet? Get Your Finances in Great Shape in 2021
As a wealth adviser, I get a lot of questions from clients and even friends about how to cut the fat, add bulk, and get their New Year’s finances started off in the right direction.
