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

Understanding Retirement Income Tax

When you retire, you’ll likely draw your income from several sources—such as retirement accounts, taxable investment accounts, and Social Security …

Market Commentary 09/01/2020

The Markets The stock market rallies like it’s 1986. August has been a good month for stock investors. At the …

Market Commentary 08/25/2020

The Markets The shortest bear market in history is over. The Nasdaq Composite and Standard & Poor’s 500 Indices finished …

Market Commentary 08/18/2020

The Markets The Standard & Poor’s (S&P) 500 Index finished the week within a whisker of its February high, reported …

Market Commentary 08/11/2020

The Markets There was good news and bad news in last week’s employment report. The good news was the U.S. …

Market Commentary 08/04/2020

The Markets Last week delivered a mixed bag of financial and economic news. As many expected, the U.S. economy did …

Five Rules of Long-Term Investing

These best practices can help you stay invested during the market’s ups and down The COVID-19 pandemic helped put an …

How to Protect Yourself From Identity Theft

How to Protect Yourself From Identity Theft Online banking and electronic payment options offer consumers unprecedented access to their financial …

Market Commentary 07/28/2020

The Markets Where are we on vaccines and treatments? During 2020, the United States government has spent more than $13 …