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Top 5 Things 20-Somethings Need to Do

If you’re in your 20s, rejoice! You’re in a great position to create the life you want, starting with a secure financial future. While it’s common to feel overwhelmed when entering the workforce full time, there are a lot of things you can do fresh out of college that will help you attain your professional and financial goals earlier than you may expect.

Surrendering the Lead

Independence, delegation and knowing when and how to find a balance.

By: Kathy Longo, CFP®, CAP®, CDFA

This past April, my family and I went to Spain to visit my oldest daughter, Maddy. She was spending a semester in Barcelona and that was a great incentive to take a European vacation. As a planner, it should come as no shock that I often plan my vacations fairly meticulously. I like to know where I’m going and, typically, lead the way. There was something very different about this vacation though, and it taught me a great deal about the freedom of letting go and the opportunities it can open up. When we arrived, we started the trip spending a few days in Madrid, then took a bullet train to Seville for a few nights during Holy Week before flying up to Barcelona.

What is Critical Illness Insurance?

What it is, why people opt for it.


Ever hear of critical illness insurance? This isn’t standard-issue disability insurance, but a cousin of sorts. With people living longer, it is a risk management option entering more people’s lives.


The notable wrinkle about this type of insurance is that the insurer issues you a lump sum while you are alive.

Putting Real Estate Or Gold In Your IRA

CEO of BlueSky, David Blain, CFA talks about the risks associated with putting income-producing real estate in an IRA. Many investors would like to diversify their IRAs by investing in beyond traditional stocks, bonds, ETS, etc. as shown in the following article from U.S. News & World Report.

Do you have a hankering to diversify beyond the typical stock, bond and exchange traded-fund holdings that generally comprise the bulk of one's retirement investments? For the more entrepreneurial minded and adventuresome investor, the self-directed individual retirement account is an option that anyone can use to invest in alternative assets such as rental real estate or gold. (full article)

Only a couple of days left to file and suspend Social Security benefits

 If you have family members who will be age 66 by April 30, 2016, are they aware that the Social Security claiming strategy called "file and suspend" will no longer be available after the end of April?

Market Update: April 1, 2016

The Dollar continued its recent weakness despite a decent March payrolls report; the voice of Janet Yellen continues to be more powerful than economic data these days.  Oil was the most notable mover as concerns of continued oversupply were fueled by comments from the Crown Prince of Saudi Arabia who said his country would not agree to a freeze in production unless Iran participated as wel

Market Update: March 29, 2016

The U.S.

Commodities Corner: March 29, 2016

Stock and bond markets took off as if launched from a cannon at precisely 12:20 pm when Fed Chair Janet Yellen released the text of her speech before the New York Economic Club. Ms.

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Gary Nagel, Dennis Spratt and James Powers are Registered Representatives offering securities and advisory services through Geneos Wealth Management, Inc., Member FINRA/SIPC, a registered broker-dealer and registered investment advisor. This communication is strictly intended for individuals residing in the states of AR, CA, CO, FL, IA, IL, KS, MA, MD, MI, MO, MN, NC, NE, NM, OK, TX, VA, and WA. No offers may be made or accepted from any resident outside the specific state referenced.

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