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

Market Commentary 06/15/2021

The Markets It’s transitory. It’s not transitory. It’s transitory. It’s not transitory. Media analysts were plucking the inflation daisy petals last week. On Thursday, the …

Market Commentary 06/08/2021

Pulling the economy out of the shed. If you’ve ever stored tools or machinery in a shed or garage for an extended period of time, …

Automated Investing vs. Human Guidance

When you’re looking for help managing your investment portfolio, you have a decision to make: Should you work with a financial advisor or a robo-advisor? …

Breaking Down IRAs

Individual retirement accounts (IRAs) are a type of tax-advantaged account that can help you boost your retirement savings. The most common IRAs you’ll choose from …

Market Commentary 06/02/2021

The Markets Are we at a tipping point? One side effect of the pandemic was a collapse in demand for oil, which led to “the …

Market Commentary 05/25/2021

The Markets What do markets hate? They hate uncertainty, and recently there has been plenty of it. Some of the questions plaguing economists and pundits …

Market Commentary 05/18/2021

The Markets Uncle Inflation is here. Will he overstay his welcome? Ever since the financial crisis, central banks have pursued expansionary monetary policies to encourage …

Market Commentary 05/11/2021

The Markets Like a gender reveal gone wrong, last week’s employment report delivered an unexpected surprise. Economists estimated 975,000 new jobs would be created in …

Financial Conversation Tips for Couples

Communication about money is often fraught for couples, and bringing the topic up with your partner can be challenging. But discussing financial concerns, goals and …