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Covenant News

Early Retirement? 

Early Retirement? 

Who wouldn’t want to achieve their goals earlier rather than later? Before plunging into a big decision, it’s important to consider your goals, time horizon and ask yourself a few key questions.

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October is National Financial Planning Month

October is National Financial Planning Month

It is also a great time of year for a financial check-up to review six very important areas that make up your financial plan.

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Medicare Open Enrollment

Medicare Open Enrollment

We have found that many of our clients that are nearing or in retirement have questions about Medicare and are looking for a quality resource to guide them.

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How To Avoid Emotional Investing

How To Avoid Emotional Investing

Sometimes our emotions take over and we use the "gut instinct" part of our brain instead of the critical thinking part. This is especially true when it comes to investing.

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The Market Pull Back

The Market Pull Back

The market pullback continues. Stocks closed down Monday as the S&P 500 Index attempted to break its three-week losing streak that has left it more than 7% below its September 2nd high.

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Back To School In A New Way

Back To School In A New Way

Back to school marks the end of summer, the arrival of cooler weather and kids hitting the books again. Back to school this year will be different because of the unique challenges involving COVID-19.

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Consumer Debt Drops During The COVID-19 Pandemic

Consumer Debt Drops During The COVID-19 Pandemic

There is no doubt that COVID-19 has been reshaping consumer spending habits since the start of the pandemic.

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Market Volatility 

Market Volatility 

Markets pulled back on Thursday after a record setting rally. The Nasdaq Composite closed down nearly 5% and the Dow dropped more than 800 points.

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Healthcare Costs in Retirement

Healthcare Costs in Retirement

Being aware of potential health care costs during retirement may allow you to understand what you can pay for and what you can’t.

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Cities Facing Mass Exodus

Cities Facing Mass Exodus

In the wake of Covid-19, there is a growing trend of residents and businesses fleeing crowded cities and considering permanent moves to the suburbs.

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Market Update

Market Update

As of August 5th, the S&P 500 Index has moved into positive territory for the year after being down more than 30% in March.

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Are You Prepared Financially For The Next Storm?

Are You Prepared Financially For The Next Storm?

Some people are finding out the hard way that their homeowners insurance does not cover flooding.

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Avoiding Covid-19 Scams

Avoiding Covid-19 Scams

Scammers, fraudsters and other criminals are taking advantage of rapidly changing data and facts associated with COVID-19, both in the workplace and in our homes.

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G. Ward Keever, IV Recognized As One Of LPL Financial’s Top Financial Advisor

G. Ward Keever, IV Recognized As One Of LPL Financial’s Top Financial Advisor

This is Ward’s 7th consecutive year earning this honor. 

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Midyear Outlook 2020

Midyear Outlook 2020

LPL Research’s Midyear Outlook 2020 provides updated views of the pillars for investing.

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Covenant Celebrates Adding A New Team Member!

Covenant Celebrates Adding A New Team Member!

Please welcome Lindsey McCaffery who joins us as a Client Concierge!

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Do You Consider Taxes As You Invest?

Do You Consider Taxes As You Invest?

A few astute moves could help promote a better after-tax return. 

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When Will the Economy Recover?

When Will the Economy Recover?

Economic data points are coming in substantially better than what the economists expected.


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The US Economic Recovery Continues

The US Economic Recovery Continues

The majority of economic data is coming in much better than expected.


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Who Sold Their Stock?

Who Sold Their Stock?

Nearly a third of investors above the age of 65 sold their stocks between the months of February and May.
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Looking Forward

Looking Forward

Better times may be ahead despite the difficult year it has been.
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Robinhood Traders are Not Behind the Market Rally

Robinhood Traders are Not Behind the Market Rally

Many people are asking if the recent surge in the stock market can be attributed to the rise of retail investors.

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What Documents Do I Need to Keep?

What Documents Do I Need to Keep?

Organizing your personal documents could result in purging some unnecessary documents and simplifying your life. 
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Timely & Relevant: Your Economic Impact Payment Card

Timely & Relevant: Your Economic Impact Payment Card

Don't be alarmed if you receive your stimulus funds in the mail in the form of a debit card. 
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