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This blog post was written by Rob Simon. Over the past few weeks, I have attended multiple due diligence meetings to gain insight into our fund managers, the state of the economy, and new [...]

A Look Ahead: Cash Management: Are You Leaving Returns on the Table? Investment Outlook & Portfolio Positioning Foreign Stocks: Valuations Attractive Life Insurance & Annuities: [...]

Is your cash working for you or is it working for your bank? In the past several years, investors have not needed to worry about what their cash was earning at a bank (or rather not earning). All [...]

As we enter 2023, we reflect on a year of significant change in a variety of ways. As the world keeps moving forward, we remain committed to being lifelong learners – understanding we are [...]

Key Takeaways Markets had an extremely difficult year in 2022 and there were few places to hide including traditionally safer assets like bonds. Despite the likely volatility ahead returns in [...]

It is officially that time of year – gift shopping, finalizing holiday travels, and most importantly: optimizing your financial plan. While there’s never a bad time for financial planning, many [...]

Third Quarter Key Takeaways The rebound in equity markets in July and August based on investor hopes of easing inflation was short-lived. Absolute returns for the quarter were disappointing, but [...]

Second Quarter 2022 Key Takeaways 2022 year to date has been rough for investors in both the equity and fixed income markets. There are external shocks to the global economy such as the Russian [...]

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. [...]