Insights

December 18, 2019
Man Looking From a Cliff at Mountains and Horizon

Ten: A Deceptively Convenient Round Number

By: Robert R. Shaw

Summaries of manager performance and simulations of hypothetical portfolios commonly include trailing time periods up to ten years.

November 12, 2019

Climbing the Latest Wall of Worry

By: R. Wade Austin

Yikes! 

September 30, 2019
white piggy bank on brown wooden surface

Leaving Your Job? Don’t Forget Your Money!

By: Robert R. Shaw

After separating from an employer, there are essentially four ways to handle your vested interest in an employer-sponsored retirement savings plan such as a 401(k), 403(b), or 457(b). 

September 27, 2019

Economic Update September 2019

By: John E. Silvia

Five economic fundamentals provide a basis for good due diligence when considering the structure of your investment portfolio.

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.

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