Serving older Adults and their Families was the topic for the annual Summer Gathering hosted by Financial Service Group July 12-13, 2017. The two-day workshop was facilitated by Erika Walker, CEO of Sage Wave Consulting which advises businesses on preparing to serve the growing aging population. Fee-only financial planners from Wisconsin, Minnesota and Illinois used…
A few comments on the Financial Market performance for Q1 2017
The markets have gone up and up and up, and we all know that they won’t go up forever, which means there’s a correction looming somewhere on the horizon.
Don’t fall victim to phone scams. It’s easy to do and the scammers know how to trick you into providing responses and information that you don’t want them to have!
Many are wondering what the outcome of the U.S. election holds in store for their portfolios. A historical look and Bob Veres’s industry perspective might help shed some light on the matter.
Take a look at the historical impact of presidential elections on stock market performance.
Medicare open enrollment for Medicare is Oct 15-Dec 7. Here are some things you need to know…
What does Brexit mean and what will happen now? The process won’t even get underway until at least the end of the year.
To say the least, Brexit, the U.K.’s recent vote to exit the European Union, has thrown the financial markets and more into a turmoil.
Mike was recently asked to share his thoughts with Research Magazine readers about identifying and fighting elder financial abuse.