Individuals & Families

April 10, 2018

Market Perspectives – April 2018

Capital Markets

After fifteen consecutive months of gains, stocks were negative for a second month in a row and posted the first negative quarter since Q3 2015.

March 2, 2018

Are You Making These 3 Common Estate Planning Mistakes?

By: Bridget McDermott, CFP®

You met with an estate attorney.

February 6, 2018

The Recent Market Correction

By: Dustin Barr, CFA

Following the Philadelphia Eagles big Super Bowl win, it seems only appropriate to lead with a Jack Bogle quote (Vanguard is headquartered in the greater Philadelphia area). 

December 22, 2017

Holiday Discounts and Market Premiums

By: Abby Bennett, CFP®

It’s the most wonderful time of the year, and while I haven’t toasted too many marshmallows lately, I certainly have done my fair share of online shopping.

June 19, 2017

What We Learned from Investing Legends

By: Dustin Barr, CFA

Being a relatively large independent investment firm has its benefits. 

April 19, 2017

NextGen: A Legacy

By: Abby Bennett, CFP®

There is a common theme among many financial news outlets today: a new generation of investors.

July 27, 2016

Election Politics and the Stock Market

By: Dustin Barr, CFA

This presidential election cycle promises to be one of the most bitterly contested campaigns in our lifetime. 

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