Blog

Retirement Planning, Investing & Wealth Building Mike Heatwole, CFP®, AWMA® Retirement Planning, Investing & Wealth Building Mike Heatwole, CFP®, AWMA®

If the Market Goes Down, Can You Still Retire on Time?

Market volatility can be unsettling, especially as you approach retirement, but you don’t have to lose sleep over it. With the right strategy—like maintaining a cash reserve and staying focused on long-term goals—you can stay on track to retire on time, no matter what the market does.

Read More
Mike Heatwole, CFP®, AWMA® Mike Heatwole, CFP®, AWMA®

Ukraine Invasion: Impact on the Markets

With the latest news out of Ukraine, we wanted to provide background on our current view of the economy and how this event may impact investment portfolios.

Read More
Tax Planning, Investing & Wealth Building Mike Heatwole, CFP®, AWMA® Tax Planning, Investing & Wealth Building Mike Heatwole, CFP®, AWMA®

Coronavirus, CARES Act and the Markets

The COVID-19 and the CARES Act brought historic market volatility, leaving many investors wondering how these changes impact their retirement and financial plans. This article explains key provisions of the CARES Act, what they mean for individuals, and how to approach investing during uncertain markets.

Read More