Market Outlook: New Year – New Decade

January 8th, 2020 by Jonathan Chatfield, CFA

As the trade dispute with China seems to be moderating, the Fed in December maintained its federal funds rate target at 1.50 – 1.75%. After raising rates nine times since

The SECURE Act is Finally “Secured”

December 30th, 2019 by Jim Allen

In our September 17th article, we discussed the Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019. After several ups and downs through the legislative process, Congress finally

Five Financial Gift Giving Tips for the Holidays

December 12th, 2019 by Jim Allen

The holiday season is a time for giving, including gifts of cash. Rather than just giving a check or some dollar bills, you might consider using any of the five

Today’s Employment Data Comes with a Cautionary Tale

December 6th, 2019 by Tanner Wrisley

Today, the department of labor released employment data that surprised the market. After last year’s success, many believed 2019 would be the year we see the United States’ economy start

A Microwave is Not a Great Retirement Planning Tool

November 21st, 2019 by Jim Allen

When it comes to saving and planning for retirement, that old saying “slow and steady wins the race” is pretty accurate. Regular and consistent saving allows for time (and compound

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