Blog

07 Jul

Women: What You Should Know When Starting a Business

June 10, 2022
By Karen Brock, CFP®

Many businesses start small, begun by people seeking the exciting and potentially rewarding experience of "being their own boss" while doing somethi...

07 Jul

Economic News

Market Thoughts for July 2022

July 7, 2022
By Brad McMillan, CFA, CAIA, MAI

June was a terrible month, with stock markets in the U.S. and abroad down substantially and developed international markets hit the hardest. The under...

07 Jul

Economic News

2022 Midyear Outlook: Slow Growth Ahead?

July 7, 2022
By Brad McMillan, CFA, CAIA, MAI

As we move into the second half of 2022, there are lots of things to worry about. Covid-19 is still spreading, here in the U.S. and worldwide. Inflati...

30 Jun

Financial Planning

Financial Planning for Empty Nesters

May 23, 2022
By Christopher Walsh, CFP®

Congratulations are in order! You planned, saved money for education expenses, and now your child is off to college. But as you settle into your “empt...

24 Jun

Financial Planning

Key Facts on Social Security and Medicare

June 10, 2022
By Jim Trull, AIF®, CFP®

Timeline For Retirement Benefits Eligibility Age 62 Eligible for social security retirement benefits If you elect to claim social security be...

16 Jun

Personal Finance

Tips to Help Smooth Your Job Transition

May 18, 2022
By Alexander Greer, CFP®

Starting a new job can be an exciting and rewarding time. As you prepare to leave one position and begin a new one, use the tips below to help make th...

09 Jun

Education Planning

Financial Aid Myths Debunked

May 13, 2022
By Stephen Neubig

The purpose of financial aid is to help bridge the gap between the cost of attending college and the amount that students and their parents can afford...

02 Jun

Investments

5 IRA Misconceptions

May 3, 2022
By Stephen Neubig

Some IRA planning and investment strategies may appear easy to execute, but errors can lead to unexpected taxes or penalties, loss of the IRA’s tax-ex...

02 Jun

Economic News

Market Thoughts for June 2022

June 2, 2022
By Brad McMillan, CFA, CAIA, MAI

Markets started to stabilize in May. The Dow and S&P 500 ended the month with small gains, while the Nasdaq’s loss was small by recent standards. ...

26 May

Estate Planning

A 7-Point Checklist for Your Estate Plan

May 3, 2022
By Christopher Walsh, CFP®

When it comes to estate planning, executing your will and other estate documents is only the first step. To help ensure that your estate plan stays in...

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