Blog

02 Aug

Market Thoughts for August 2022

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

After a terrible start to 2022, markets rebounded in July. U.S. and developed international markets were up by 5 percent or more, with only emerging m...

28 Jul

Investments

Handling Market Volatility

June 10, 2022
By Alexander Greer, CFP®

Conventional wisdom says that what goes up must come down. But even if you view market volatility as a normal occurrence, it can be tough to handle wh...

21 Jul

Beneficiary Planning

Leaving A Legacy

July 19, 2022
By Stephen Neubig

You've worked hard over the years to accumulate wealth, and you probably find it comforting to know that the assets you leave behind after your deat...

14 Jul

Investments

The Power of Dividends in a Portfolio

June 10, 2022
By Alexander Greer, CFP®

It wasn't so long ago that many investors regarded dividends as roughly the financial equivalent of a record turntable at a gathering of MP3 users —...

07 Jul

Financial Planning

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...

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