Covenant News 2020 (May - September)

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.

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.

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.

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.

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

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

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.

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.

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

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.

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

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

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

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