Data privacy becomes more important as technology advances and more of our information is available online. Long gone are the days of waiting for monthly account statements – The FSA
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The S&P 500 index finished the month down 9%, the worst December decline since 1931, during the Great Depression. As of Christmas Eve, stocks were down 15% for the month,
In these volatile market environments, we are grateful for active investing. One sign of a good running back in the NFL is the ability to quickly change directions to confuse
Who is your Trusted Contact? We’ve been with you through the ups and downs of life and the stock market. During that time, we’ve learned a lot about you –
The month of October has a reputation for scaring investors. The one-day crashes of 1929 and 1987 happened in October. And who could forget the 17% drop in stock prices
Jim Joseph, President, and Kim Scott, Senior Financial Advisor, were interviewed for a local radio program, Aging Matters. You can hear what they had to share here.
Check out our special video market update from Ron Rough, Director of Portfolio Management.
The stock market has an uncanny ability to ignore various factors, until the point that it becomes obsessed with them. Short-term interest rates have been on the rise for the
Stocks have spent most of this year slowly climbing out of a hole created when they fell sharply in February and March. For technically oriented firms like ours, it is
Retirement savers, give thanks! The recently passed tax plan doesn’t harm you – much. Congress, for instance, did not lower maximum contributions for tax-deferred plans, like traditional 401(k)s and individual