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Market Commentary

Weekly Market Commentary September 17, 2018

Markets put in a strong performance last week as U.S. inflation came in below expectations, trade concerns temporarily abated and technology stocks rallied. Read more

Market Commentary

Weekly Market Commentary September 10, 2018

Markets dropped last week as concerns about inflation and trade disputes pushed stocks lower. Additional concerns about the government regulating technology companies pushed that sector down 2.8%. Read more

Monthly Newsletters

September Monthly Newsletter: All Your Pencils Sharpened – A Financial Fine-Tuning for Autumn

We all remember it. You have your pencils all sharpened, your new outfit on, and a fresh new school year ahead of you. Long after our academic days are over, we can’t help feeling that autumn is the time – after the exuberance of summer – to re-check and re-tighten everything to prepare for the colder seasons ahead. Read more

Market Commentary

Weekly Market Commentary September 4, 2018

Markets continue to produce positive results without much volatility. The S&P 500 edged up 0.2% last week. The MSCI ACWI climbed 0.6%, and the Bloomberg BarCap Aggregate Bond Index dropped 0.1%. Read more

Market Commentary

Weekly Market Commentary August 27, 2018

The S&P 500 reached an all-time high on Friday, surpassing the previous market high set in January of this year. Investors seemed to be reassured by the Fed’s minutes (see below) and hopeful the unproductive Chinese trade talks will be resolved before tariffs slow the economy. Read more

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Blog

4 Easy Ways to Diversify Your Investments

Published By Jake Bleicher, Equity Analyst

The benefit diversified investments has for a portfolio is simple, in theory. It reduces the impact any individual investment has on the portfolio, and proper diversification can help mitigate losses during a market downturn. In practice however, portfolios can become a large hodgepodge of various assets rather than a methodical allocation. The key is to reduce the correlation between assets so that they generally perform independent of one another. Read more

Market Commentary

Weekly Market Commentary August 20, 2018

News of trade talks between the U.S. and China helped support a rally in U.S. stocks last week. The talks are scheduled for next week, and officials say the two nations hope to sign a compromise by November. Read more

Free Guides

DIVORCE PLANNING

There’s no question divorce is one of the most stressful and emotionally- charged experiences people may encounter in their adult lives. However, it is possible to get through a divorce with your self-esteem, finances and future intact. The key is careful and deliberate planning.

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Free Guides

LONG-TERM CARE

Our goal is to make your life easier. Caring for a loved one with Alzheimer’s or dementia can be highly stressful for caregivers and family members. Providing answers on how to financially prepare for these conditions is one way we can help. Read this guide for tips on how to prepare for the physical, financial and emotional impact of Alzheimer’s or dementia.

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Free Guides

MILLENNIALS

For Millennials, managing life and finances comes with challenges, especially those like balancing college debt with home ownership and having important goals like saving for retirement. Download this free guide for tips on how Millennials can get started on the path to the confident financial future that they seek.

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