News

First Quarter 2022 Key Takeaways The biggest headline from the past quarter is Russia’s invasion of Ukraine. This has resulted in devastating human suffering and has also had an impact on the [...]

When discussing financial goals with our clients, saving for retirement is often one of their highest priorities, with the most significant contributor normally being their workplace plan. [...]

Recent market volatility coupled with growing concerns surrounding interest rate hikes and inflation has investors worried about the investment landscape moving forward. Your investment strategy [...]

Fourth Quarter 2021 Key Takeaways The S&P 500 continued to gain in the quarter compared to muted returns in most other global assets classes COVID concerns increased as the highly contagious [...]

Buying versus leasing a car is something that everyone has to deal with. Neither leasing nor buying has a clear advantage over the other, which makes this a somewhat difficult topic to discuss [...]

Life insurance is a complex topic to understand. Even after having an uncomfortable conversation about your own mortality, you must decide from what seems to be an endless variety of different [...]

Third Quarter 2021 Key Takeaways The S&P 500 hit an all-time high during September However, the S&P 500 quickly sold off after the high due to concerns about the delta variant, the [...]

Unbelievably, we are more than halfway through 2021! As life emerges from the pandemic to a “new normal,” (and we are not sure like everyone else on what the “new normal” will be), a [...]

Second Quarter 2021 Key Takeaways Global equities continued to generate good returns, generally double digits for the first half of 2021 U.S. value stocks continue their strong outperformance [...]

First Quarter 2021 Key Takeaways Value stocks led the way during the first quarter of 2021 The S&P 500 gained 6.3% but large value returned 11.4% Small cap value returned 21.5% vs. large cap [...]