Financial Insights The latest financial insights and analysis.

Mar 11 2020

US Equity Returns Following Past Downturns Have Been Positive

Sudden market downturns can be unsettling. Sticking with your plan may put you in the ...
Read More
Graphic reading Market Update

Mar 9 2020

Market Update – Volatility & Actions We Are Taking for Our Clients

As a valued client, your peace of mind is very important to us. Since our ...
Read More
Graphic reading Market Update

Feb 25 2020

Market Update – Coronavirus & Market Declines

As I am writing this, the Center for Disease Control (CDC) warned the Coronavirus (COVID-19) ...
Read More
Bar chart graph

Feb 5 2020

A Tale of Two Decades: Lessons for Long-Term Investors

The first decade of the 21st century, and the second one that recently ended, have ...
Read More
capitol building

Jan 29 2020

How the SECURE Act May Affect Your Company’s Retirement Plan

The “Setting Every Community Up for Retirement Enhancement” Act of 2019, better known as the ...
Read More
Person signing paper into legislation

Jan 23 2020

How the SECURE Act May Affect Individuals & Families

The “Setting Every Community Up for Retirement Enhancement” Act of 2019, better known as the ...
Read More