Blog

What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a vlog review or some other surprise. So keep checking in. We’re glad to have you reading along.

 

Tuesday, August 29, 2017

10 Things You Can Do to Avoid Fraud Crooks use clever schemes to defraud millions of people every year. They often combine new technology with old tricks to get people to send money or give out personal information. Here are some...

 

Tuesday, August 22, 2017

Getting Kids Excited & Ready for the School Year Little things that might help your children look forward to the fall. Provided by Dennis B. McMurray How can you get your kids back in school mode? Unscheduled summer days can lead to...

 

Tuesday, August 15, 2017

As Forbes notes, estate planning is not just for the rich. We all need it, for 4 basic reasons: Here is an article from Forbes.com that nails down the recommended side job opportunities near you. Here is an except from the Article: You...

 

Tuesday, August 8, 2017

Monthly Economic Update: August 2017 Developments that affected the economy & the markets in the past month. The Dow Jones Industrial Average gained 2.54% in July as earnings announcements and fundamental indicators provided a lift for...

 

Tuesday, August 1, 2017

It's a new month and another opportunity to take some time to look at your goals and evaluate your personal and financial progress, or lack thereof. While we hope the latter hasn't affected you, we urge our clients to be fearless and...

 

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Tuesday, July 18, 2017

Many retirees often search for part time work to not only maintain their social relationships with the community, but also to supplement their retirement income! We have come across a great article to add to your wealth knowledge!...

 

Tuesday, July 11, 2017

Summer is here which mean the year is almost over. Are you thinking about taxes yet? I know most of the population is taking a breather after April's due date, however here is some food for thought regarding reviewing your taxes and...

 

Thursday, July 6, 2017

Summer is here! While many people plan for a vacation with their family or decide to re-landscape for backyard BBQ's with friends, we all take time to slow down and enjoy the sun. We have found a great low stress Summer article that...

 

Tuesday, June 27, 2017

Have you heard? The real estate market is buzzing with home sales prices exceeding predictions. An article from CNBC nails down the exciting details of the housing market. Here is an except from the Article: Existing home sales hit 5...

 

Tuesday, June 27, 2017

Have you heard? The real estate market is buzzing with home sales prices exceeding predictions. An article from CNBC nails down the exciting details of the housing market. Here is an except from the Article: Existing home sales hit 5...

 

Tuesday, June 20, 2017

R E T I R E M E N T I N S I G H T Presented by «RepresentativeName» MONTHLY NEWS AND INFORMATION FOR CURRENT AND FUTURE RETIREES JUNE 2017 “Enjoy the little things, for one day, you may look back and realize they...

 

Tuesday, June 13, 2017

Beware of Emotions Affecting Your Money Decisions Today’s impulsive moves could breed tomorrow’s regrets. When emotions and money intersect, the effects can be financially injurious. Emotions can cause us to overreact...

 

Tuesday, June 6, 2017

Have you heard? Fund investments have been the most inexpensive to invest in than ever, and it's because of you! An article from USA Today showcases how investors like you have exceeded advisor's advice to seek out lower cost funds...

 

Tuesday, May 30, 2017

Financial Fake News has become present more and more in the headlines as marketing strategies. Reuters looks at how to protect yourself from financial fake news. We have provided an except from the article to help you see what we're...

 

Tuesday, May 23, 2017

Keep Calm, Stay Invested Expect more volatility, but avoid letting the headlines alter your plans. Provided by Dennis McMurray Recent headlines have disturbed what was an unusually calm stock market. The political uproar in Washington...

 

Tuesday, May 16, 2017

Our office came across this article this morning on U.S. News and thought it was important to share this week. We are always appreciative of information that makes us reflect on our own situations. Reflection is key to building a...

 

Tuesday, May 9, 2017

The Importance of Financial Literacy If only money came with instructions. If it did, the route toward wealth would be clear and direct. Unfortunately, many people have inadequate financial knowledge, and for them, the path is more...

 

Tuesday, May 2, 2017

What is your risk number? Capture your risk tolerance and see if your portfolio matches you! Analyze your Risk Here

 

Tuesday, April 25, 2017

Diversification still matter. One day, this bull market will end. In the first quarter of 2017, the bull market seemed unstoppable. The Dow Jones Industrial Average soared past 20,000 and closed at all-time highs on 12 consecutive...

 

Tuesday, April 18, 2017

Mortgage rates hit the lowest 2017 mark this week! Freddy Mac had released this Press Release earlier this week. " Following a weak March jobs report, the 10-year Treasury yield dropped about 5 basis points. The 30-year mortgage rate...

 

Tuesday, April 11, 2017

Studies have shown that Finances are the #1 worry of most Americans. Many Americans are reluctant to discuss money, even though it is on their minds. General financial knowledge is low, and most do not have financial role models. So...

 

Tuesday, April 4, 2017

If you have been planning your Retirement goals or looking into starting the process, I am sure you have come across articles with headlines referring to "The Retirement Crisis." Is the Retirement Crisis real? Short answer is: Yes....

 

Tuesday, March 28, 2017

Bridge Wealth Management Group Presents: MONTHLY ECONOMIC UPDATE MONTHLY QUOTE “The difference between a successful person and others is not a lack of strength, not a lack of knowledge, but rather a lack of will.” - Vince...

 

Tuesday, March 21, 2017

We completely understand the fear of the unknown. There are many variables when it comes to planning your future. However, we are happy to have you here following along with us being as proactive and prepared as possible. It is our job...