Insights

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 &

January 17, 2019

“Standing Up For Investors and Helping Them Achieve Investment Success”

An Ode to Jack Bogle

John (Jack) C. Bogle passed away on January 16, 2019, he was 89 years old. 

January 8, 2019

Market Perspectives – January 2019

Capital Markets

Well, that escalated quickly.  2018 is in the books with the first negative stock market performance since 2008. 

January 4, 2019

The Folly of Ratings

By: Dustin Barr, CFA

As humans, we are innately wired to repeat behaviors that have proven beneficial. 

November 20, 2018

Better Ways to Give to Charity

By: Abby Bennett, CFP®

It seems to me that every year the holiday season begins a little earlier.

November 9, 2018

Tax Benefits of a Health Savings Account

By: Abby Bennett, CFP®

A health savings account (HSA) is designed to allow taxpayers in the US to save tax-deferred money specifically for medical expenses.

November 7, 2018

Market Perspectives – November 2018

Capital Markets

After posting its strongest quarterly returns in many years, the S&P 500 and the global stock market experienced its worst month since 2011. 

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