Parenting the Parent Series: Aging Parents and Money Management

April 19, 2018

Many find it challenging to successfully manage their own financial matters, whether it is paying the current bills on time or saving for retirement. Unfortunately, a more daunting financial challenge may await us - managing the financial affairs of our aging parents. While the need will vary from family to family, it is best to be prepared and to begin while the parents can fully contribute to the process.

Parenting 101
Parenting the Parent Series: Managing Lifestyle and Financial Concerns

April 6, 2018

While we all hope that our parents remain in fine physical, mental and financial health until the end, planning for a less ideal reality is prudent. We have prepared a four-part series that will provide you with the lifestyle and financial concerns one should consider when approaching this role reversal.

Market Turbulence
Market Turbulence

February 8, 2018

The US stock market has seen turbulence last week and continues this week. Per Yahoo Finance, the S&P 500, an index of US stocks, fell 3.9% last week and was down 4.1% on Monday.

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.