Blog

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!…

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.…

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

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. …

…

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.…

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!…

Our Chief Investment Officer, Lance Gunkel, attended a recent investment conference where he heard former Prime Minister David Cameron give his perspective on globalization on how it may impact our economy.…

After working with your Financial Planner to determine when to apply for Social Security benefits, you should plan to start the application process one month before you want benefits to begin.…

Imagine waking up one day to find that most of your money is about to become worthless. This past November, Indian Prime Minister Narendra Modi surprised many people by declaring that India's 500- and 1,000-rupee notes would become worthless. …