Insights

October 8, 2018

Market Perspectives – October 2018

Capital Markets

The third quarter was a good one for stock investors. 

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). 

August 14, 2018

Market Perspectives – August 2018

Capital Markets

U.S. stocks led the way in July as global markets posted strong monthly returns. 

July 16, 2018

Student Loans Got You Down?

By: Abby Bennett, CFP®

I get it…I was one of the 42 million people sharing in the $1.37+ trillion of federally-funded student loan debt.

July 10, 2018

Market Perspectives – July 2018

Capital Markets

Markets remained choppy throughout the quarter with global stocks posting a modest return. 

June 25, 2018

Check Your Debt in 2018

By: Dave Perkins, J.D., CPA, CFP®

It used to be simple.

June 7, 2018

Market Perspectives – June 2018

Capital Markets

May was an interesting month in the markets. 

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