With your personal security in mind, we are pleased to announce that two-factor authentication will be required to access our client portal starting November 15th. This change simply means that when you try accessing the client portal, you will be asked to provide your password along with a second piece of information (either an answer… Read More
It’s impressive to see how far we’ve come since the pandemic began, but many storylines continue to unfold. From near complete global lockdowns to the discovery, large scale production, and now global distribution of the vaccine, slowly but surely, progress is making its way through the global economy. Early on, the rebound in the US… Read More
By Tim Egart, CFP®, AIF® A week ago, our nation passed the 20-year anniversary of the September 11th attacks – a day in our history that stands still. Many, if not all of us, can remember the first moment we witnessed the awful scene unfolding across our country. Every year since that awful day, we… Read More
Death is an unpleasant topic to consider, but when it comes to your estate, it’s not something spouses can afford to avoid. We explain why in this article. Read More
The second quarter saw the continuation of a powerful economic recovery due to fading of the pandemic and massive fiscal and monetary stimulus. US vaccinations have increased significantly with 46% of US adults now fully vaccinated, 54% with at least one dose, and 86% of the population over age 65 having received at least one… Read More
By Todd Brand, AIF® “Be careful who you call your friends. I’d rather have four quarters than 100 pennies.” -Alphonse “Al” Capone I’m just the kind of guy to begin an announcement regarding our firm’s Vice President, Phil Daniels, with a quote from Al Capone. But there, now that I’ve broken the ice, I can speak… Read More
Written by Anna Davey, FPQP™ When we reflect on the concept of wealth, we don’t just think about the monetary value of the assets or resources that have been accumulated — we also consider the opportunities it can provide and the feelings it can provoke. Accumulating wealth allows us to dream about the future, about… Read More
Transitioning to life after college can be difficult, particularly when it comes to your finances. Many recent college graduates are financially independent for the first time, and studies have shown that their expectations are often not aligned with reality: 43% of recent graduates expected to receive a higher salary than they currently earn. The first… Read More
It’s fair to say a lot happened in the first quarter of 2021. We began the quarter with a contested election, and then the inauguration of a new administration. The investing lexicon expanded as we experienced our first (but likely not the last) “meme stock craze”. By the end of the quarter, 97.6 million people… Read More
In this article, we discuss the pace of economic recovery, monetary policy, and what this might mean for U.S. equity markets as winter comes to an end. Read More