Insights

January 4, 2019

The Folly of Ratings

By: Dustin Barr, CFA

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

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. 

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.

October 8, 2018

Market Perspectives – October 2018

Capital Markets

The third quarter was a good one for stock investors. 

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. 

September 19, 2018

Gift Stock, Not Cash

By: Abby Bennett, CFP®

The majority of charitable gifts in the US are made with cash.

September 10, 2018

Market Perspectives – September 2018

Capital Markets

The S&P 500 reached all-time highs in August and eventually pushed through the 2,900 milestone for the first time ever on August 28th.

September 5, 2018

Better Betting with Warren Buffett

By: Dustin Barr, CFA

On January 1, 2008, Warren Buffett entered into an agreement with hedge fund firm Protégé Partners (then run by Ted Seides). 

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