Where Do We Go From Here?

Where Do We Go From Here?

Jeffrey Viksjo, CFAjeffrey.viksjo@ogorek.com Optimism is clearly priced into the markets, with U.S. stocks up nearly 17% year-to-date. The question is where do we go from here?The video below explores potential catalysts to the market as we approach the ever-important...
What is Your “Return on Life™?”

What is Your “Return on Life™?”

Tracy L. Sherwood, CFP® tracy.sherwood@ogorek.com Too often when it comes to our financial lives, we don’t look at the big picture. Most advisors in the financial industry focus almost exclusively on return on investment. We feel they are putting too much focus...
Top 10 Ways to Prepare for Retirement

Top 10 Ways to Prepare for Retirement

Anthony Ogorek, CFP®, Ed D.tony@ogorek.com Financial security in retirement doesn’t just happen. It takes planning and commitment. With that said, this brochure put out by the Department of Labor, identifies two smart and FREE ways to limit your risk as you accumulate...