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Facts vs Feelings Take 5 – The Fed Comes Bearing Gifts

In the latest Take 5, hosts Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, break down the Federal Reserve’s latest interest rate cut and discuss how markets responded. Ryan and Sonu highlight updated Fed projections, what they signal about growth, inf …

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How to Go from Making Money to Making Money Happen in Retirement

It’s a concept that is all too important as 4 in 10 Americans are at risk of running out of money in retirement. The landscape changes when you retire. Your goal now is to conserve, grow, maintain and otherwise hold onto what you already have. 

Market Commentary: Stocks Have a Very Merry Month of May

What a Month! At the start of the month investors were still battered from March and April volatility and uncertainty around trade and the economy. As we noted at the start of the month though, stocks were extremely oversold and any good news (which we expected) could spark a big rally. Sur …

The Role of Technology in Modern Charitable Giving Strategies

The digital revolution has affected nearly every activity we engage in. Philanthropy is no exception. Although sophisticated tech solutions have been slower to reach the nonprofit world than some other sectors, their arrival was inevitable. Today, they can help make charitable giving a simp …

Facts Vs Feelings Take 5 – You are the Smart Money

In the latest Take 5, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, challenge the conventional wisdom around who really qualifies as the “smart money.” While institutional investors have historically held that title, the hosts make a comp …

8 Items That Can Be Crucial For Your Retirement Planning Checklist

Imagine yourself on your last ride home from work on the day you retire. The cardboard box is in the backseat, your gold watch is on your wrist and you realize you don’t have to wake up to an alarm clock tomorrow. Are you ready? Is your plan in place? Is that fear or excitement fluttering i …

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