Insights

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 6, 2018

Market Perspectives – March 2018

Capital Markets

The streak has ended! After 15 positive months the S&P 500, was down in February.

March 2, 2018

Are You Making These 3 Common Estate Planning Mistakes?

By: Bridget McDermott, CFP®

You met with an estate attorney.

February 12, 2018

Market Perspectives – February 2018

Capital Markets

Due to early February market volatility; we have decided to write this article using February 9th data. 

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). 

February 1, 2018

Should You Pay For Private School from a 529 Plan?

By: Walker T. Shelton, CFP®

In our January 3, 2018 blog post, Tax Reform Update, we highlighted a handful of changes to both the Corporate and Individual tax code. 

January 8, 2018

Market Perspectives – January 2018

Capital Markets – A Look Back at 2017

2017 will go down in the history books. 

January 3, 2018

Tax Reform Update

By: Dave Perkins J.D., CPA, CFP®

Make no mistake, the new tax law’s changes are broad and transformational.

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.

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