News & Insights

Stocks Drop on Economic Growth Concerns

Canadian and U.S. stocks have declined by more than 2.5% over the last two days (Oct. 2) on worries that a slowdown in manufacturing will spread to other parts of the U.S. economy.

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Is Your Portfolio Seaworthy? Navigating Global Crosscurrents

With so many global distractions, it’s easy to feel confused and hesitate. But the best sailors are ready for rough seas.

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3 Steps to Achieving Your Financial Goals

Short-term goal or long-term goal, it all starts with having a strategy in place.

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Getting to Know Penny Pennington

Check out this Q&A with our new managing partner.

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Rising Federal Deficits and Debt: What You Need to Know

After several years of the deficit shrinking, higher government spending is expected to increase federal budget deficits and debt. As a result, some worry the debt is too big or could trigger another financial crisis. We don’t think either is true.

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4 Things Everyone Gets Wrong about Social Security

Here are some important tips to help you separate the myths from the facts when making final decisions about Social Security filing strategies.

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How Does Accrued Interest Work?

Learn how you can calculate accrued interest on bonds and what this means for your portfolio.

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Timing the Market Isn't Worth Your Time

Learn why staying invested and periodically adjusting your portfolio may be a better option.

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Are You in Control of Your Legacy?

Developing an estate strategy is not merely about wealth. It’s about putting you in control of your legacy, ensuring the items most important to you are cared for as you intend.

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What Can We Expect From an Aging Bull Market?

This bull market in stocks is now more than 10 years old. Will it age gracefully from here, or are its days numbered?

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Growth, Income or Both? Choose What's Right for You Right Now

Your long-term financial goals are unique, and your investments should reflect that. But should your portfolio’s focus change over time?

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Are You Using Your Cash Wisely?

It’s important to have cash on hand – but do you know how much you really need? Our USES acronym can help.

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Markets Under Pressure on Concerns over Federal Reserve Policy and Potential Government Shutdown

Stocks turned lower Dec. 19 and 20. Get our take on the Fed’s most recent interest rate hike and the potential impact of a government shutdown.

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2018’s Peaks and Pullbacks

A pickup truck and an Italian sports car are both automobiles, but you wouldn’t judge their performance on the same attributes. The same goes for your investments.

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Have You Taken Your Required Distribution for 2018?

Are you required to take a distribution from a retirement account this year? Missing this deadline could result in a tax bill plus a penalty.

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Don’t Miss Your Chance to Fully Fund Your IRA

Fully funding your IRA for 2018 is a critical part of keeping your retirement savings strategy on track.

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Stocks Cool as Trade Fears Reheat

Stocks fell sharply on Aug. 5 as U.S.-China trade concerns came back into the spotlight. While this was the worst day for stocks in 2019, we believe the bigger picture is still bright.

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4 Money Mistakes Most College Students Make

Set them up for success by helping them avoid these costly mistakes.

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    Learn how we work toward achieving your financial goals in a way that fits your current needs.

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