Blog

Understanding Disability Insurance: Policies, Benefits, and Considerations

Understanding Disability Insurance: Policies, Benefits, and Considerations

Continuing our current discussion, we have been looking at various types of insurance over the past couple months. Overall, insurance is a risk management process. Risk is managed by buying the insurance policy to protect against a financial loss event. We will cover the basics of life, health, disability, and home and auto insurance. This

Continue Reading
Zach Bachner•
COVID-19 & Tax/IRA Deadline Updates

COVID-19 & Tax/IRA Deadline Updates

COVID-19 UpdateYou have until April 7th to contact us if you’d like to contribute into your Roth IRA, or Traditional IRA so you can write it off on your tax return. In addition, we can help you with tax prep! Please call (586) 459-5340 to find out how much we can save you on

Continue Reading
James Wink•
Stock Market Commentary April 2021

Stock Market Commentary April 2021

The major indexes bounced back in March, but technology continued to underperform. The leaders this month were Utilities, Energy, Consumer Staples, Health Care. For the past 20 years, growth companies, especially technology, have led the charge higher for the stock market. Recently, value stocks have been increasing the fastest, leaving many to wonder if value

Continue Reading
Ken Wink•
Home and Auto Insurance: Policies, Coverage, and Considerations

Home and Auto Insurance: Policies, Coverage, and Considerations

Continuing our current discussion, we will be looking at various insurance types over the past couple of months. Overall, insurance is a risk management process and a critical step in mitigating risk. Risk is managed by buying the insurance policy to protect against a financial loss event. We will cover the basics of life, health,

Continue Reading
Zach Bachner•
Stock Market Commentary March 2021

Stock Market Commentary March 2021

How the Stock Market is Doing Amid the Pandemic We’ve experienced significant spikes of volatility in the stock and bond markets to end January and now February as well. Typically, when we see big dips in the stock market, bonds begin to cover the slack and offset losses, which has not happened to start the

Continue Reading
Ken Wink•