Tag: shannon rowan

5 things to do with your finances before the end of...

By Shannon Rowan Review your asset allocation. 2020 is the first time a bear market has begun and ended in the same calendar year,...

Finance: Navigating COVID-19 financially

By Joe Collum and Shannon Rowan The coronavirus crisis requires all that we have to offer – perseverance, patience, compassion and empathy – to guide...

Finance: Planning your transition to retirement

By Shannon Rowan Benjamin Franklin is credited with saying, “If you fail to plan, you are planning to fail.” Countless factors can influence retirement security. Perhaps...