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Market Commentary

Weekly Market Commentary November 19, 2018

After two straight weeks of 2%-plus returns, the S&P 500 was down 1.6% last week. Global stocks also declined, pushing the MSCI ACWI down 1.2% last week.

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Market Commentary

Weekly Market Commentary November 12, 2018

The S&P 500 rallied for the second consecutive week as markets have recovered nearly half of the losses since late September. S&P 500 soared 2.1% last week. Global stocks rallied as well, but lagged U.S. stocks. The MSCI ACWI climbed 0.9%. The Bloomberg BarCap Aggregate Bond Index rose 0.3%, partly on hopes a split Congress will result in lower deficits. Read more

Market Commentary

Weekly Market Commentary November 5, 2018

After a rough October, the S&P 500 went into rally mode last week. Positive rumors on trade and a general recognition that the investing environment remains positive boosted stocks. The S&P 500 soared 2.4%. Global stocks rose, too, pushing the MSCI ACWI 3.1% higher. The good news in stocks, along with healthy job growth, pushed the Bloomberg BarCap Aggregate Bond Index 0.7% lower.

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Charitable giving, tax deductions, financial advising

Monthly Newsletters

Pass the Turkey! – Financial Tips for the Season of Giving

As the year begins its close, traditions start to appear. From the silverware for feasts, to the tacky lawn decorations the kids love, to the choice of holiday movies, traditions remind us of who we are. There’s a story behind almost every detail, whether it’s grandma’s antique table runner or your secret family recipe for cranberry sauce, and everything is intentional, or at least seems that way. Read more

Blog

Long-Term Care Month: What’s Your LTC Plan?

Published by Ryan Cooley

If someone told you that you had a glaring gap in your retirement planning, would you make an effort to remedy the problem as soon as possible? Unfortunately, many Americans have just such a blind spot in the form of long-term care, with only 1 in 5 adults taking any action toward financing their future long-term care expenses. (1) Since an average 63% of today’s 65-year-olds will require some form of long-term care during their lifetimes, it’s critical to have a plan to pay for these costs. (2)

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Market Commentary

Weekly Market Commentary October 29, 2018

The S&P 500 briefly declined more than 10% from its high, set on September 21, 2018, before rallying slightly. The “correction” has come during a period of economic strength and healthy profit margins. A number of other major indexes are now in a “correction,” as they have declined more than 10%. Read more

Blog

Improving The Traditionally Allocated Portfolio

Published by Tyler Schlumpf

We’re going to introduce a few mathematical concepts in this article that are crucial to building a portfolio. For those that are already moving their cursor up to the X in the right hand corner, just stick with it! These concepts, whether we choose to learn them or not, have a significant impact on the way we combine investments and are important to understand as we discuss portfolio construction. Read more

Blog

Why I Became A Financial Advisor

Published by Ryan Cooley, Wealth Advisor

Financial security is a common goal many people strive to achieve. It’s easy to see why as it provides financial confidence and allows those who have it to focus on their true passions in life. I was lucky enough to witness firsthand how financial security helped my parents lead a fulfilling life, and this is what inspired me to pursue a career in the financial industry. I saw how my parents left their meetings with their financial advisor feeling empowered and equipped to make wise financial decisions and invest in their future. I wanted to take on that role for others and walk people through the process to attain their own version of financial freedom and success.

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Market Commentary

Weekly Market Commentary October 22, 2018

U.S. stocks increased last week by the thinnest of margins. The S&P 500 rose, but the result rounded to 0%. The MSCI ACWI slid a mere 0.1%. The bond market continued to slump as the Bloomberg BarCap Aggregate Bond Index dropped 0.4%.

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Blog

Do You Understand Your Emotions About Money?

Published by Daniel Morrison, Wealth Advisor

Have you ever had buyer’s remorse after making a purchase? Have you ever let fear of failure keep you from investing, or even creating a budget? If you have experienced these feelings before, then you know firsthand how much of a role our emotions can play in our financial lives. And did you know that there is actually a term for the way these emotions affect our financial decision-making abilities? Psychologists refer to these emotions and beliefs we hold about money as “money scripts.” (1)

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