Sunday Money: Second Quarter Investment Performance

Q2 2017 Investment Performance With six months gone in 2017, how are your investments doing?  Did the stock market’s rising tide lift your boat?  Or have poorly performing investments left you beached on dry land?   HOW DID STOCK MARKETS PERFORM IN THE 2nd QUARTER? Strong global markets 3.02%              US Stock Market 5.63%              International

Early Retirement

Sunday Money: Millennials and Early Retirement

Millennials are striving for early retirement. However, economic issues and longer life expectancy present significant challenges to this ambitious goal! Certified Financial Planner, Paul Fain, discusses saving and investing for retirement…someday!   PAUL, WHAT IS “EARLY RETIREMENT” TO A MILLENNIAL? In the U.S., Millennials (ages 20 to 37) expect to retire at age 58 according

Continuing Education

Continuing Wisdom

I am grateful every day that I work in a firm culture that both encourages and supports continuing education at every level. As a financial planning professional, I have specific requirements for continuing education that must be met to maintain my CFP® designation, and there are certainly many ways to get those credits. APC’s culture

Taxes

WBIR: Trump’s Tax Reform Plan

President Trump has introduced his tax reform plan and it appears that it will benefit most U.S. households but how will it affect YOUR money?  Paul was recently interviewed by NBC’s Knoxville affiliate, WBIR: VIDEO BELOW PAUL, WHAT ARE SOME OF THE MAIN PROVISIONS OF THE TRUMP TAX PROPOSAL? Doubles the Standard Deduction. Reduces or