Insights
News
4 Ways To Improve Your Estate Plan
Most people want to plan for a good life and a good retirement, so why not plan for a good end of life, too? Let’s look at four ways you can refine your estate plan, protect your assets and create a level of control and certainty for your loved ones.
Read More
Market Commentary
Weekly Market Commentary – November 11, 2019
Last week was quieter following the multiple major data releases and Fed meeting the previous week. England and Australia left interest rates unchanged. U.S. and Chinese trade data showed both economies continue to struggle with the effects of a trade war.
Read More
Blog
3 Retirement Potholes (and How to Avoid Them)
The retirement planning process is full of potholes – they seem to pop out of nowhere and can do major damage if you’re not careful. In my years as a financial guide, I’ve put in a lot of man-hours helping people avoid financial potholes. The danger is real and the monetary bruises take a while to heal.
Read More
Market Commentary
Weekly Market Commentary – November 4, 2019
Last week was the business economic data week of the year. The Federal Reserve cut interest rates for the third consecutive meeting. Third-quarter GDP grew 1.9%, beating expectations of 1.6% while still falling short of 2% because of weakness in trade and business investment.
Read More
Monthly Newsletters
How to Maximize Your Giving with a Donor-Advised Fund
Many of us have memories of family giving practices. For some, it was that dime from your allowance that your parents said goes to the church. For others, it was the yearly (or more often) volunteering trip to help out at the local mission/soup kitchen. Or it might have been a policy of giving one toy to Goodwill for every new one you received as a gift.
Read More
News
Market Monitor: Bob Phillips
Bob Phillips returned to Nightly Business Report to discuss why Masco, Texas Instruments and JPM are dividend growing stocks investors should consider in today’s record low interest rate environment.
Read More
News
11 Easy Ways to Save More Money Each Month (Without Feeling Deprived)
Leslie Thompson shared her advice on online budget trackers with Lindsay Tigar of Better Homes & Gardens, recommending that readers automate their savings in order to meet long-term goals.
Read MoreNews
How to start an emergency fund when you live paycheck to paycheck
Leslie Thompson offered several actionable tips on building an emergency fund to Jill Cornfield of CNBC.com, beginning with reducing debt and then establishing long term savings.
Read More
Blog
What Is the Yield Curve and What Does It Tell Us?
If you’ve paid attention to market prognostications over the last year, you’ve likely heard the term “yield curve.” The yield curve has become the center of attention for explaining the economy and markets, which is why our financial advisors always seem to be answering one question: What is the yield curve?
Read More
Market Commentary
Weekly Market Commentary – October 28, 2019
Economic data reinforced the view that trade disputes are pressuring economic growth and creating an uncertain environment for businesses to invest. Whether it was the weekly Brexit roller coaster, the U.S. durable goods report,
Read More