News & Insights

Received an Inheritance? Here's What to Do Next.

If you've inherited money and are considering getting that money invested, know your options and avoid rash decisions.

How Much Life Is Left in This Economy?

Four key takeaways about the current health of the economy and where we think this longest streak of U.S. economic growth is headed. Is your financial portfolio prepared?

What Happens to Your 401(k) When You Change Jobs?

Know the 401(k) options available to you when changing jobs. Cashing out, leaving it and rolling over your 401(k) to an IRA retirement account are all 401(k) considerations when changing jobs.

5 Tips for Bond Investing with "Lower for Longer" Rates

With global growth slowing and market uncertainties rising, interest rates are likely to stay low for some time. Learn the important tips you should consider.

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.

Are You Borrowing Trouble Instead of Being Prepared?

When the financial headlines suggest calamity, it may seem natural to think things can only get worse. But anticipating problems that haven’t happened can keep you from reaching your goals and may make you hesitant to invest.

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.

3 Steps to Achieving Your Financial Goals

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

Getting to Know Penny Pennington

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

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.

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.

How Does Accrued Interest Work?

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

Timing the Market Isn't Worth Your Time

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

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.

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.

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.

4 Money Mistakes Most College Students Make

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

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