Insights

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 &

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. 

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