Market Outlook

November 12th, 2019 by Jonathan Chatfield, CFA

Against the backdrop of a continuing trade dispute with China and a slowing economy, the Fed lowered its federal funds rate target by another quarter point at its October 30

Safeguarding Your Retirement with a Long-Term Care Plan

November 3rd, 2019 by Jim Allen

November is Long Term Care Awareness Month so we wanted to discuss this important issue in this week’s article. One of the biggest worries of people entering retirement is the

Earnings Reports: What Are They and Why Do They Matter?

October 28th, 2019 by Tanner Wrisley

All public companies report earnings once a quarter. On this earnings date, companies release important financial documents, comment on the previous performance, and give guidance on what can be expected

It Doesn’t Take a PhD to Save on College Expenses

October 17th, 2019 by Jim Allen

With college costs skyrocketing and student loan debt increasing to crisis levels, just selecting the right college can have a huge impact on the total overall cost of a college

3rd Quarter Market Commentary – The Fed Speaks

October 11th, 2019 by Jonathan Chatfield, CFA

Against the backdrop of an intensified trade dispute with China and a softening economy, the Fed lowered its federal funds rate target by another quarter point at its September 18

Fall Has Arrived and So Has Tax Planning Season

October 2nd, 2019 by Jim Allen

Now that summer is over, people’s thoughts turn to cooler fall weather and the impending holiday season. Fall is also the time to start thinking about any year-end tax planning

Will the “SECURE” Act Help Secure Your Retirement?

September 17th, 2019 by Jim Allen

The Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 is currently awaiting approval in Congress and may very well be signed into law this year. It has

Stock Market Demand is Changing, and We Like Where it’s Heading

September 9th, 2019 by Tanner Wrisley

There is an interesting phenomenon occurring in financial markets today. Although the trade war with China is in-fact, interesting, this is not what I am referring to. Three different circumstances

Retirement – A Labor of Love

August 29th, 2019 by Jim Allen

Labor Day is typically thought of as the informal end of summer – a last hurrah before school starts and the weather starts to change. Labor Day was created in

Inversion Confusion

August 27th, 2019 by Jonathan Chatfield, CFA

On August 14, the classic inverted yield curve (10-year treasury yields lower than 2-year treasury yields) reared its ugly head for the first time in over a decade. Since then

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