Viewpoints

Thoughts and Insights From our desk to yours

Explore previous articles

When is the Right Time to Plan for Retirement?

Just a few years ago, planning for retirement may not have been in the forefront of your mind. But the Covid years threw us all for ...
Read More

A Roth IRA Can Be a Great Gift

What is a Roth IRA? Just to review – what is a Roth IRA? A Roth IRA is funded with “after tax” dollars, grows free ...
Read More

Quarterly Comments – Expansion or Explosion?

Why have markets moved up so dramatically in an environment of chaos, uncertainty, and severe economic distress? Next question might be: why has the bond ...
Read More

Spring Cleaning Your Estate Documents

Spring cleaning is more than just an expression- it's time to review your essential documents like Wills, Trusts and Insurance Polices.
Read More

What a Year It Has Been!

Poised as we are on the close of 2020, I struggle to sum up in a few words where we are in the financial trends ...
Read More

Quarterly Comments: Mixed Messages or Acceleration?

The market is up — way up — and the economy is “not so much.” What might explain this disconnect?
Read More

Viewpoints in your inbox

Subscribe for new insights from Erickson Advisors