Blog

What’s on our mind? You can read about it in our blog. Whether it’s ideas from the investment services world or concepts from the financial industry, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.
  • All
  • Articles
  • Market Commentary
All
  • All
  • Articles
  • Market Commentary

3 Tips for Evaluating Portfolio Performance

Building a portfolio is a big effort. It requires considering your goals, time horizon, and risk tolerance. Once that’s settled, you’ll have to choose investments …

Why You Need an Evolving Financial Plan

Financial planning is not a set-it-and-forget-it activity. Rather, financial plans are ever-evolving based on your changing life circumstances. Your goals and priorities may shift as …

Market Commentary 11/30/2021

The Markets COVID-19 strikes again. Coronavirus cases have been on the rise in Europe, climbing from about 700,000 new cases a week in September to …

Market Commentary 11/23/2021

The Markets Thinking about the possibilities. The Standard & Poor’s (S&P) 500 Index finished last week slightly higher and has gained about 6 percent during …

Market Commentary 11/16/2021

The Markets Economists like to joke that inflation is just right when no one notices it. Last week, investors noticed it. The Consumer Price Index …

Market Commentary 11/09/2021

The Markets Feeling bullish… Investor bullishness ticked higher last week on all four investor sentiment gauges tracked by Barron’s.Investor optimism may have been fanned by …

Market Commentary 11/2/2021

The Markets The road to recovery is slow and bumpy. Last week, we learned that economic growth slowed in the third quarter as a new …

Should You Make Early Withdrawals from Your 401(k)?

Your 401(k) is a tax-advantaged retirement account built to help you save more for retirement. Contributions can lower your taxable income, and money inside your …

Giving Back During the Holidays

The holiday season is a popular time to reflect on the past year and donate to causes you care about. Donations not only aid people …