Individuals & Families

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. 

January 4, 2019

The Folly of Ratings

By: Dustin Barr, CFA

As humans, we are innately wired to repeat behaviors that have proven beneficial. 

November 20, 2018

Better Ways to Give to Charity

By: Abby Bennett, CFP®

It seems to me that every year the holiday season begins a little earlier.

November 9, 2018

Tax Benefits of a Health Savings Account

By: Abby Bennett, CFP®

A health savings account (HSA) is designed to allow taxpayers in the US to save tax-deferred money specifically for medical expenses.

September 19, 2018

Gift Stock, Not Cash

By: Abby Bennett, CFP®

The majority of charitable gifts in the US are made with cash.

September 5, 2018

Better Betting with Warren Buffett

By: Dustin Barr, CFA

On January 1, 2008, Warren Buffett entered into an agreement with hedge fund firm Protégé Partners (then run by Ted Seides). 

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