Insurance Services

In this month’s recap: Stock prices notched solid gains as a strong start to the corporate earnings season fired up investors.

Monthly Economic Update

Presented by First Option Financial Services, November 2021

U.S. Markets

A strong corporate earnings season renewed investor enthusiasm for stocks and propelled the market to healthy gains in October.

The Dow Jones Industrial Average advanced 5.84 percent while...

In this month’s recap: Stocks hit some turbulence, turning cautious amid slowing economic growth, and policy debate in Washington.

Monthly Economic Update

Presented by First Option Financial Services, October 2021

 

U.S. Markets

The stock market hit a pocket of turbulence in September, with investors turning cautious amid Delta variant infections, slowing economic growth and ongoing policy debate in Washington.

The...

In this month’s recap: Stocks rallied, fueled by an improving labor market, strong corporate earnings, and clarity on Fed tapering plans.

Monthly Economic Update

Presented by First Option Financial Services, September 2021

U.S. Markets

Signs of an improving labor market, strong corporate earnings, and more clarity from the Fed on its tapering plans propelled stocks to multiple record highs during August. 

The...

In a world full of options, we are grateful to be your First Option in handling your Investment and Trust Administration needs. 

We're having our annual May Day Open House, on Friday, April 30, 2021 from 10am - 4pm. We hope you can come by and enjoy: 

Specially Packaged May Day Cupcakes Bouquets and Flower Seed Giveaways (while supplies last) Drawing for Fun Spring Items   and More!

Thank you for the confidence...

Anyone with assets, dependents, or specific wishes for how they want to be taken care of in old age should consider estate planning. Putting off these decisions can cause unnecessary stress during what is already a difficult time for your loved ones. Learn how to start planning, with insights around: Why you should consider an estate planning strategy The differences between wills and trusts and the different options available Considerations that should be discussed during the estate...

October Is Financial Planning Month Six areas of personal finance to review.

When training to become a financial professional, much of our course work centers on the six critical areas of creating a financial strategy. Some recognize October as Financial Planning Month, so it's an excellent opportunity to review those six personal finance areas.1

Cash Management: This is a broad topic that can address many issues. One area is creating an emergency fund,...

 

 

September is National Life Insurance Awareness Month, so it’s a great time to review your coverage.

If you don’t have any life insurance, you’re not alone. Life insurance is one of those “someday” things for many people – but the cheapest time to buy it is probably today.

There are two kinds of life insurance: term and permanent. Additionally, there are three kinds of permanent life insurance: whole, universal, and variable.

How...