Insights

July 13, 2021

Market Perspectives July 2021

Capital Markets

By: Wade Austin

The U.S.

June 17, 2021

Return Targets and Risk

By: Robert R. Shaw

While not common today, some institutions maintain a return target* in their investment policy statements.

June 8, 2021

Market Perspectives June 2021

Capital Markets

By: Wade Austin

Driven by a rapid lifting of economic restrictions throughout most of the U.S., stocks in May posted their fourth consecutive month of gains as the S&P 500 closed at 4,204 –

May 19, 2021

Qualified Charitable Distribution vs. Appreciated Stock Gifting

By: Mary Alex Edmiston

Are you looking to donate to a charity?

April 9, 2021

Market Perspectives April 2021

Capital Markets

By: Wade Austin

March marked the one year anniversary of when the government’s top infectious disease expert recommended a 14 day national shutdown to slow the spread of the coronavirus.

March 26, 2021

IRS extends tax filing and payment deadline

By: Ivan Lukic

The Internal Revenue Service (IRS) has extended this year’s federal income tax filing due date from April 15, 2021, to May 17, 2021.

March 11, 2021

Market Perspectives March 2021

Capital Markets

By: Wade Austin

February may be short on days (its last trading day was the 26th), but markets were not lacking for drama this February. 

March 5, 2021

Once You Retire, Where Will The Money Come From?

By: Bridget McDermott, CFP®

When you retire, you say goodbye to your commute, your early wake up calls, your high stress levels and… your paycheck. 

February 4, 2021

Market Perspectives February 2021

Capital Markets

By: Wade Austin

Stocks rode their post-election momentum into 2021 until a late bout of intense volatility during the last week of January erased the S&P 500 gains for the month. 

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