Pooled Income Funds Offer Unique Options to Donors and Charities

February 6, 2018

The Pooled Income Fund (PIF), as its name implies, allows multiple donors to "pool" their resources in a fund that is then invested and managed by a fund management team for the purpose of appreciating assets and generating income for the investors proportional to their contribution as a portion of the whole of the fund.


January 11, 2018

Take a look back at 2017 with Chief Investment Officer, Lance Gunkel, CFP®, CFA.

Is a Charitable Remainder Trust Right for You?

December 14, 2017

How to maximize the impact of charitable giving.

Test Your Financial Savvy

November 20, 2017

People often don't understand why they may be investing the way they do, and what their behavior means for their well-being. Take this quiz to test your financial savvy!

Dow 22,000: How We Got Here & What's Next

August 10, 2017

On August 2nd the Dow reached 22,000; the highest level on record for that stock market index. Learn how it happened and what we can expect next.

Planning for Your Future

July 10, 2017

As you prepare for retirement, there can be several sources of income to provide for your needs.

We All Need a Fiduciary

May 22, 2017

A fiduciary is an individual that is to act in a client's best interest and put the client's interests above their own. Last year the Department of Labor introduced new legislation that expands the definition of the Fiduciary Rule and was subsequently signed by then-President Obama. The new regulations were to be phased in from April 2017 to January 2018. However, they are now delayed until June 2017.

Selecting a Trusted Financial Advisor

March 29, 2017

Entrusting your financial future to a financial advisor is a high stakes decision. The choice of an advisor is complicated by a system that allows anyone with minimum qualifications to adopt the title of financial advisor or planner. Therefore, it's crucial to do your research when finding an advisor.

Check All the Boxes When Saving for College

March 13, 2017

Are you looking for a way to support your child or grandchild in pursuit of further education? Are you seeking an immediate tax deduction as well as tax-deferred growth on your contributions? Do you also want flexibility in your investment options and to have them available at low cost? A 529 Plan checks all of those boxes!