Insights

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 &

April 10, 2019

Market Perspectives – April 2019

Capital Markets

After a bruising fourth quarter 2018, we just witnessed the best Q1 since 1998 and the best quarterly S&P 500 return since 2009.

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 &

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