Dan CaseySep 15, 20203 minFourth Quarter Preview: What to Expect for the End of 2020It took just under five months for it to happen. On August 17th, the S&P 500 closed at 3389.78—an all-time record. That record is also...
Dan CaseySep 1, 20202 minCOVID Economic Update: Is a Second Stimulus on the Horizon?As the COVID-19 pandemic stretches into its seventh month, leaders in Washington are debating a second stimulus bill. On August 8,...
Dan CaseyMay 15, 20204 minWhat to do after you max out your 401(k)?Are you one of the more than 58 million Americans who use a 401(k) plan to save for retirement? As of the end of 2019, 401(k) plans held...
Dan CaseyMar 26, 20203 minAre You Facing a Retirement Tax Bomb?Do you use a 401(k) or IRA to save for retirement? You’re not alone. These types of accounts are popular for many reasons, but one of the...
Dan CaseyMar 11, 20204 minWhat Does the 2020 Election Mean for Your Portfolio?The 2020 election cycle is in full swing. It’s primary season, which means the general election is right around the corner. Before you...
Bridgeriver AdvisorsNov 11, 20193 minVolatility vs. Risk: What's the Difference and How Do They Impact Your Portfolio?Volatility and risk. When it comes to investing, those two terms mean the same thing, right? Not exactly. While volatility and risk can...
Bridgeriver AdvisorsAug 21, 20193 minWomen & Retirement Planning: 2 Unique ChallengesWho handles the money in your household? If your home is like most, it depends on the kind of financial planning involved. A new study...
Dan CaseyAug 9, 20193 minHow Retirement Has Changed Over the Last 30 YearsThe world has changed significantly in the past few decades. Thirty years ago, there weren’t cell phones. Computers weren’t widely owned....
Bridgeriver AdvisorsMay 9, 20193 minCollege Planning vs. Retirement PlanningAnother school year is nearly over. If you have kids, you know how fast time flies. One day you’re dropping them off at daycare or...
Dan CaseyApr 29, 20194 minHow to Find Hidden Assets in Your StrategyRemember hunting for Easter eggs as a child? There were few thrills more exciting than racing around the yard or a park to find as many...
Dan CaseyMar 22, 20194 minDo NCAA Tournament Winners Predict Market Returns?If you’re a college basketball fan, this is your favorite time of year. March Madness is in full swing. That means a full schedule of...
Bridgeriver AdvisorsMar 11, 20194 min4 Tax Tips to Consider for 2019The deadline for filing your 2018 tax return is right around the corner. Have you filed your return yet? If so, were you satisfied with...
Dan CaseyApr 10, 20183 min3 Tips to Help You Survive a Market Downturn in RetirementOriginal Post For nearly nine years, investors have enjoyed one of the longest bull markets in history. However, recent volatility...
Dan CaseySep 11, 20173 minAre You Underestimating Your Retirement Needs?While you may not be able to predict your retirement funding needs with complete accuracy, you can create an informed estimate.
