Insights

July 16, 2018

Student Loans Got You Down?

By: Abby Bennett, CFP®

I get it…I was one of the 42 million people sharing in the $1.37+ trillion of federally-funded student loan debt.

July 10, 2018

Market Perspectives – July 2018

Capital Markets

Markets remained choppy throughout the quarter with global stocks posting a modest return. 

June 25, 2018

Check Your Debt in 2018

By: Dave Perkins, J.D., CPA, CFP®

It used to be simple.

June 7, 2018

Market Perspectives – June 2018

Capital Markets

May was an interesting month in the markets. 

May 21, 2018

3 Things to Consider When Hiring a Financial Advisor

By: Abby Bennett, CFP®

When you decide to work with a financial advisor, you are hiring them to help you prudently manage your financial life.

May 9, 2018

Market Perspectives – May 2018

Capital Markets

After back-to-back negative months, the stock market notched a modest gain in April. 

May 3, 2018

Bunching Charitable Deductions Under the New Tax Law

By: Dave Perkins J.D., CPA, CFP®

Tax rates have moved up and down over the years, but we have been following essentially the same system since the Reagan Tax Act of 1986.

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.

Account Access