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Let’s talk Turkey!

The Markets So, how did a country that represents just about 1.4 percent of the world’s economy spark a global selloff?1 Turkey was once a … Read more

Fairmont Opera House The Sweet Show
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Get Ready to Rock With Us on Labor Day!

This Labor Day weekend, join Sweet Financial Services of Fairmont and Jackson and the Fairmont Opera House for a world-class rock event!  On August 31st, The … Read more

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Redefining Your Retirement

Today’s retirees are choosing from a variety of retirement styles. What’s yours? Although an estimated 10,000 baby boomers reach retirement age every day, how each … Read more

Empty Nest
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An Empty Nest Could Mean a Fuller Wallet

When children leave home, you may have extra resources to invest in yourself. “Pomp and Circumstance” is streaming throughout the auditorium. You beam with pride … Read more

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Is It a Sugar Rush or Something More Sustainable?

The Markets Economic growth in the United States was strong during the second quarter. Gross domestic product (GDP), which is the value of all goods … Read more

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Ask Yourself These Smart Questions When Designing Retirement

Planning and saving for retirement can be achieved through discipline, consistency and proper money management. Take funding retirement as seriously as you do buying a home, … Read more

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A Rising Market Tide Doesn’t Lift All Stocks

The Markets Investors are becoming more discriminating. Trade tensions escalated as the U.S. administration expanded tariffs on Chinese goods last week.1 You wouldn’t have known … Read more

Taking Your Seat at the Table

Taking Your Seat at the Table

Get to know the responsibilities of joining a board. Perhaps you’re a long-time supporter of a favored community organization and are interested in taking your … Read more

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What Type of Investor Are You?

Emotion. Personality. Knowledge. Time. Each is one of many factors that determine what kind of investor you are. When mapping your financial future, the path … Read more

Why skipping a generation can be a good thing
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Why Skipping a Generation Can Be a Good Thing

Generation-skipping transfer trusts allow you to pass down your wealth in a tax-efficient way. The new tax law, passed in late December, temporarily raised the … Read more

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There’s a Bear In China – And It’s Not A Panda

The Markets The Shanghai Stock Exchange (SSE) Composite Index, which reflects the performance of all shares that trade on the Shanghai Stock Exchange, dropped into … Read more

Five Summer Money Lessons for Kids
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Five Summer Money Lessons for Kids

Easy ways to teach your kids and grandkids about basic financial management. It’s never too early to teach your children or grandchildren the value of … Read more