Insights

Filter by:
National Financial Planning Month - Meeting with financial advisor

Monthly Newsletters

October Newsletter: 3 Tips for National Financial Planning Month

The leaves are changing, and we find ourselves changing as well. Depending on where you are in the country, you may be draining the pool or storing the patio furniture, or even harvesting the year’s crops. Whatever form it takes in your life, the cool weather causes us to slow down, take stock, and see where the summer left everything.

It’s no surprise then, that October is National Financial Planning month. This can be a great time for a meeting with your financial planner, especially if you only meet a few times a year. Let’s look at a few financial fitness items to discuss with your financial planner and to keep in mind as the leaves fall outside. Read more

Market Commentary

Weekly Market Commentary October 1, 2018

U.S. stocks wrapped up September and the third quarter with a slight decline. The S&P 500 dropped 0.5% last week and finished 0.4% higher for September. The S&P rose 7.2% in the third quarter, its best quarterly performance since the end of 2013.

Read more

Market Commentary

Weekly Market Commentary September 24, 2018

The S&P 500 hit a new high last week as economic reports remained positive and tariff news was not as bad as expected. The S&P rose 0.8% to eclipse the high set toward the end of August.  Read more

Blog

4 Simple Steps to Creating an Estate Plan

Published by Beth Schanou, JD

Most of the time, it feels like life is moving at the speed of light. I often feel my entire day, both at home and at the office, is spent in fast forward mode. As if it’s a race to get done as much as possible, I’m running from one thing to the next, all day long, and making sure every household member is fed, cared for, and attends school and their activities. Of course this includes the four-legged members of the family too. Read more

Market Commentary

Weekly Market Commentary September 17, 2018

Markets put in a strong performance last week as U.S. inflation came in below expectations, trade concerns temporarily abated and technology stocks rallied. Read more

Blog

Retirement Savings Tips: From Your 20s to Your 60s

Retirement Savings Tips: From Your 20s to Your 60s

By: Josh Nelson, Wealth Advisor

Financial planning is a lifelong endeavor, but people often seek out investment advice that doesn’t fit their current stage in life. When it comes to saving for retirement, most Americans invest and manage those savings for six decades or longer. It’s important to consider how your resources and risk tolerance change as you move through different life stages. Read more

Market Commentary

Weekly Market Commentary September 10, 2018

Markets dropped last week as concerns about inflation and trade disputes pushed stocks lower. Additional concerns about the government regulating technology companies pushed that sector down 2.8%. Read more

Monthly Newsletters

September Monthly Newsletter: All Your Pencils Sharpened – A Financial Fine-Tuning for Autumn

We all remember it. You have your pencils all sharpened, your new outfit on, and a fresh new school year ahead of you. Long after our academic days are over, we can’t help feeling that autumn is the time – after the exuberance of summer – to re-check and re-tighten everything to prepare for the colder seasons ahead. Read more

Market Commentary

Weekly Market Commentary September 4, 2018

Markets continue to produce positive results without much volatility. The S&P 500 edged up 0.2% last week. The MSCI ACWI climbed 0.6%, and the Bloomberg BarCap Aggregate Bond Index dropped 0.1%. Read more

Diversified Investments Global Image

Blog

4 Easy Ways to Diversify Your Investments

Published By Jake Bleicher, Equity Analyst

The benefit diversified investments has for a portfolio is simple, in theory. It reduces the impact any individual investment has on the portfolio, and proper diversification can help mitigate losses during a market downturn. In practice however, portfolios can become a large hodgepodge of various assets rather than a methodical allocation. The key is to reduce the correlation between assets so that they generally perform independent of one another. Read more