News

Inflation
By Ben Lies

Inflation in 2021: What Investors Need to Know

Following a year of economic instability, it appears that many of us are turning our attention to something that’s been around for decades, but has recently piqued national interest – inflation. In fact, a recent study found that people are Googling the word “inflation” at a rapid rate, with a peak not seen since 2008.1 […]

Read more
COVID-19 Vaccine
By Ben Lies

Will Taking a COVID-19 Vaccine Void Your Life Insurance?

Recently, there has been a lot of chatter on social media about COVID-19 vaccines and life insurance. The conjecture is: if you get a vaccine and pass away as a result, your life insurance policy will be void and your beneficiaries will get nothing. This seems to come from the idea that if you die […]

Read more
The American Rescue Plan Act - Stimulus
By Ben Lies

The American Rescue Plan Act Has Passed: Overview of the $1.9 Trillion Stimulus Plan

In one of his first major moves in office, President Biden has signed the American Rescue Plan Act – a $1.9 trillion stimulus plan meant to extend, renew and implement relief for those affected by COVID-19. Below is a breakdown of some important components to this legislation, including what business owners, families and struggling individuals […]

Read more
United Airlines Pilot Retirement Account Plan PRAP
By Ben Lies

Analyzing The UAL PRAP: Investment Decisions

If you are a Pilot for United Airlines you have a great 401(k) plan called the Pilot Retirement Account Plan (PRAP), but there are a lot of factors that need to be analyzed before making investment decisions. In this article we are going to take you through the investment options and the extrinsic factors that […]

Read more

Free Portfolio Analysis

Is your portfolio going to accomplish your goals? Can improvements be made to get you to retirement faster? Fill out this short questionaire and we would be happy to help. Free of charge, of course!

State of Residence

Investible Assets

Your Goals

Contact Information