Reflections on a Tumultuous Market
In one of the fastest market reversals in modern memory, it’s worth slowing down the action to focus on
Cannon Carr
March 10, 2020
Insights &
Resources
Categories
March Madness®: Bonds Move from the Bench to the Big Game
In the coming weeks, March Madness basketball frenzy may be a welcome distraction from non-stop news around the spread
Jeff Davenport
March 10, 2020
Is It Time to Refinance Your Mortgage?
With capital markets reeling from anticipated economic effects of the coronavirus and the plunging price of oil, a potential
Ray Peebles
March 9, 2020
What This Week’s Extreme Market Weakness May Mean for Investors
The major US stock markets—S&P 500, Dow Jones, and tech-heavy NASDAQ—took a beating over the past week. Each is
Cannon Carr
February 28, 2020
Pandemics and Investing
Pandemics, defined as contagious diseases without a ready cure that spread across borders, are tragic and disruptive events. Serious
Cannon Carr
February 10, 2020
Health & Wealth: Don’t Neglect Your HSA Check Up
Flu season is in full swing, and this year’s activity is particularly high in the U.S. While many families
Ray Peebles
January 22, 2020
Secure Your Estate Planning In Light of SECURE Act Changes
With the SECURE Act now in effect, it’s important for active workers and retirees alike to revisit retirement and
Brad Robinson
January 9, 2020
Making Bubbles
Roughly once every decade, investors enthusiastically inflate a dangerous new bubble in the market. Each bubble has its own
Tom Quinn, CFA
November 3, 2019
Smart Money Matters: What the New Retirement Savings Bill Might Mean for You
This summer has seen much popular press coverage of Congress’s attempt to pass legislation improving and modernizing retirement savings
Richard Bean, CPA, CFA
July 30, 2019
Long Term View: How to Think about Investment Winners and Losers
Investors tend to focus on the near term—basically six months ahead; but such short time frames tend to make
Cannon Carr
July 8, 2019