Insights

January 11, 2021

Market Perspectives January 2021

Capital Markets

By: Wade Austin

2020 will be a year we wish we could forget but never will. 

December 9, 2020

Market Perspectives December 2020

Capital Markets

By: Wade Austin

Equity markets worldwide experienced a “melt up” in November.

December 1, 2020

Are You Receiving Required Minimum Distributions (RMD) from Your IRA?

By: Lyric Martin, CFP

On November 6, 2020, the IRS issued new Tables for IRA distributions in 2022.

November 12, 2020

Market Perspectives November 2020

Capital Markets

By: Wade Austin

In October, uncertainties and drama associated with the election, pandemic, and fiscal stimulus negotiations weighed on markets.

November 2, 2020

How to Keep Records Minus The Clutter

By: Mary Alex Edmiston

Ever wonder if you need to save your recent restaurant receipt?  

October 12, 2020

Leading Economic Indicators

By: Ivan Lukic

Lately, you may have noticed news and media headlines addressing economic indicators.  

October 8, 2020

Market Perspectives October 2020

Capital Markets

By: Wade Austin

Riding a red-hot streak of five consecutive monthly gains, stocks finally cooled in September.

September 11, 2020

Should I Use Social Security Benefits as my Pandemic Emergency Fund?

By: Ivan Lukic and Bridget McDermott, CFP®

Due to the COVID-19 pandemic, many individuals are finding themselves out of a job and in need of quick cash. 

September 9, 2020

Market Perspectives September 2020

Capital Markets

By: Wade Austin

Following July’s strong performance and entering a softer stretch of the calendar, many assumed equity markets would take a breather in August.

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