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    Our Take on Current Market Conditions 1000px 1

    Our Take on Current Market Conditions

    By Jackie Goldstick, CFP®February 5, 2018

    As a fiduciary advisor, you might already be able to guess what our take is on current market news: Unless your personal goals have changed,…

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    2017 in Review

    By Todd Schanel, CFA, CPA, CFP® and Jackie Goldstick, CFP®January 26, 2018

    At the beginning of 2017, a common view among money managers and analysts was that the financial markets would not repeat their strong returns from…

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    Top 10 Financial Action Items for 2018

    By Jackie Goldstick, CFP®January 11, 2018

    Here are the top 10 action items that will help energize your wealth management efforts and get you closer to reaching those goals of yours.

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    Are You Behaving Yourself?

    By Todd Schanel, CFA, CPA, CFP®December 21, 2017

    Whether the market is in a bit of turmoil or when it has been performing quite well, it’s important to revisit some of the common…

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    Is Anchoring Weighing Your Portfolio Down?

    By Todd Schanel, CFA, CPA, CFP®December 12, 2017

    By now, you’ve probably heard the news: our own behavioral biases are often the greatest threat to our financial well-being. As investors, we leap before…

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    Holidays, Gifts and Your Happiness

    By Jackie Goldstick, CFP®November 29, 2017

    As soon as the Thanksgiving dinner is cleared from the table (sometimes even before), conversations center around the holidays – the perfect gift for your…

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    Is Your 401k Plan Designed to Succeed?

    By Todd Schanel, CFA, CPA, CFP®October 30, 2017

    A 401k plan can be a wonderful benefit to offer employees as well as a great way for a business owner to reduce taxes. Unfortunately,…

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    Perspective

    By Jackie Goldstick, CFP®October 9, 2017

    With Hurricane Irma now in the rearview mirror, I can gratefully say how lucky we were. My home sustained minimal damage and we thankfully never…

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      Director of Financial
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      CORE WEALTH MANAGEMENT, INC.

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