Blog

by Matt Roberts MFM CFP® CAP® Chief Planning Officer | July 27, 2020

Phone calls are being made all across the country. Some of these calls are to financial planners...

by Jason Gunkel CFP® CFA CAP® Chief Investment Officer | July 23, 2020

The stock market (as represented by the S&P 500 stock index) has continued its rally this month,...

by Julie Summa Former Director of Marketing & Communications | July 19, 2020

Sometimes scanning a whole string of credentials behind a financial advisor’s name can be puzzling....

What Day Is It?

by Lance Gunkel CFP® CFA Managing Director | July 5, 2020

“Are we in May, June, or July?” This is now a common question in my household. Many things have...

by Jason Gunkel CFP® CFA CAP® Chief Investment Officer | July 2, 2020

After experiencing the worst quarter since 2008 in the first quarter of the year, the stock market...

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