Businesses & Executives

February 29, 2020
Selected Indices Year-to-Date

COVID-19: Keep Calm

By: Robert R. Shaw

The COVID-19 coronavirus outbreak is driving fear and market volatility in China and throughout the world.

January 24, 2020

Your Finances and the Future

By: Justin Louis, CFP®

Starting a new year, and even a new decade, tends to nudge us to think about our future self, something people probably do not do often enough!

January 21, 2020

Economic Update January 2020

By: John E. Silvia

A Question on Prosperity
Several years ago, a TV commercial ended with the comment that “luck is for rabbits.” So it is for investing.

December 18, 2019
Man Looking From a Cliff at Mountains and Horizon

Ten: A Deceptively Convenient Round Number

By: Robert R. Shaw

Summaries of manager performance and simulations of hypothetical portfolios commonly include trailing time periods up to ten years.

November 12, 2019

Climbing the Latest Wall of Worry

By: R. Wade Austin

Yikes! 

September 30, 2019
white piggy bank on brown wooden surface

Leaving Your Job? Don’t Forget Your Money!

By: Robert R. Shaw

After separating from an employer, there are essentially four ways to handle your vested interest in an employer-sponsored retirement savings plan such as a 401(k), 403(b), or 457(b). 

September 27, 2019

Economic Update September 2019

By: John E. Silvia

Five economic fundamentals provide a basis for good due diligence when considering the structure of your investment portfolio.

June 4, 2019

What do Horse Racing and Investing have in Common? There’s No Sure Bet!

By: Jeanne Kelsey Fritchley

For those who watch the big thoroughbred races this time each year, you’ve witnessed history. 

January 17, 2019

“Standing Up For Investors and Helping Them Achieve Investment Success”

An Ode to Jack Bogle

John (Jack) C. Bogle passed away on January 16, 2019, he was 89 years old. 

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