Insights
By: Dustin Barr, CFA
As humans, we are innately wired to repeat behaviors that have proven beneficial.
Well, that escalated quickly. 2018 is in the books with the first negative stock market performance since 2008.
By: Abby Bennett, CFP®
It seems to me that every year the holiday season begins a little earlier.
The third quarter was a good one for stock investors.
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.
After posting its strongest quarterly returns in many years, the S&P 500 and the global stock market experienced its worst month since 2011.
By: Abby Bennett, CFP®
The majority of charitable gifts in the US are made with cash.
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.
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).