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Market Commentary

Weekly Market Commentary September 24, 2018

The S&P 500 hit a new high last week as economic reports remained positive and tariff news was not as bad as expected. The S&P rose 0.8% to eclipse the high set toward the end of August.  Read more

Blog

4 Simple Steps to Creating an Estate Plan

Published by Beth Schanou, JD

Most of the time, it feels like life is moving at the speed of light. I often feel my entire day, both at home and at the office, is spent in fast forward mode. As if it’s a race to get done as much as possible, I’m running from one thing to the next, all day long, and making sure every household member is fed, cared for, and attends school and their activities. Of course this includes the four-legged members of the family too. Read more

Blog

Why I Became A Financial Advisor

Published by Daniel Morrison

When I look at numbers on an Excel spreadsheet, I see a fascinating puzzle that tells the story of someone’s financial life, goals, and the market trends that impact them. I have always had a penchant for digging beyond the data and putting the puzzle pieces together to create a strong and secure financial picture. There was never really a question of what career field I would one day enter.

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Market Commentary

Weekly Market Commentary September 17, 2018

Markets put in a strong performance last week as U.S. inflation came in below expectations, trade concerns temporarily abated and technology stocks rallied. Read more

Market Commentary

Weekly Market Commentary September 10, 2018

Markets dropped last week as concerns about inflation and trade disputes pushed stocks lower. Additional concerns about the government regulating technology companies pushed that sector down 2.8%. Read more

Monthly Newsletters

September Monthly Newsletter: All Your Pencils Sharpened – A Financial Fine-Tuning for Autumn

We all remember it. You have your pencils all sharpened, your new outfit on, and a fresh new school year ahead of you. Long after our academic days are over, we can’t help feeling that autumn is the time – after the exuberance of summer – to re-check and re-tighten everything to prepare for the colder seasons ahead. Read more

Market Commentary

Weekly Market Commentary September 4, 2018

Markets continue to produce positive results without much volatility. The S&P 500 edged up 0.2% last week. The MSCI ACWI climbed 0.6%, and the Bloomberg BarCap Aggregate Bond Index dropped 0.1%. Read more

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Blog

4 Easy Ways to Diversify Your Investments

Published By Jake Bleicher, Equity Analyst

The benefit diversified investments has for a portfolio is simple, in theory. It reduces the impact any individual investment has on the portfolio, and proper diversification can help mitigate losses during a market downturn. In practice however, portfolios can become a large hodgepodge of various assets rather than a methodical allocation. The key is to reduce the correlation between assets so that they generally perform independent of one another. Read more

Blog

What We Do And How We Can Help

By Jacob William Advisory

Money is about more than the balance in your accounts, it’s about a balanced life. True wealth involves all that money can’t buy and death can’t take away and therefore requires more than financial planning. The path to true wealth calls for a comprehensive approach with as much imagination as innovation – creativity paired with careful calculation. Read more

Blog

Why I Became A Financial Advisor

By Mark Ring

Not everyone is lucky enough to spend their days pursuing their passion and impacting others’ lives in a profound way, but that’s exactly what my job allows me to do. While I didn’t start my career with that passion, it now motivates and inspires me every day to empower our clients to pursue their own goals and dreams. Read more