Individuals & Families

November 12, 2019

Climbing the Latest Wall of Worry

By: R. Wade Austin

Yikes!  The U.S.-China trade war, negative interest rates, twin yield curve inversions, Brexit confusion, a global economic slowdown, U.S.

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.

August 1, 2019

Turning 65 Soon?

By: Bridget McDermott, CFP®

Do not expect to receive a letter in the mail reminding you to enroll in Medicare.

July 3, 2019

Add This to Your ‘Parent Preparedness’ List

By: Brenda McRae

If your son or daughter is a high school senior, you are no doubt entering a summer full of excitement getting your student ready for college.

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. 

May 2, 2019

You Missed the Cut, Now What?

By: Bridget McDermott, CFP®

Back in 2015, new social security rules were signed into law that closed two very lucrative loopholes for a majority of Americans – (1) File &

March 27, 2019

Personal Finance 101

By: Bridget McDermott, CFP®

In preparation for my career as a financial planner, I took classes such as tax, retirement planning, risk &

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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