When it comes to couples and money, communication is the key to a healthy financial marriage. Here is a list of simple tips to keep you and your partner on
Read More
QCD stands for Qualified Charitable Distribution and can be an advantageous way to make a gift to your favorite charity. Kim Scott, CFP®, explains what a Qualified Charitable Distribution is,
After stocks posted the worst December decline since 1931, they promptly rebounded in January and posted the best January return since 1987. And the returns were broad based, with smaller
The stock market rebounded in January, nearly erasing the losses of December 2018. Is the correction over, or will the market “retest” and drop lower again? In this two-minute video,
Active investment management involves adjusting your portfolio allocation according to trends in the market. Ron Rough, CFA, FSA’s Director of Portfolio Management, explains the difference between active and passive investment
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,
As 2018 comes to a close, we are all anxious to see if the so-called Santa Rally shows itself. Will the market continue its downward trend into the new year,
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
November has proven to be another tumultuous month for the stock market. In this two-minute video, Ron Rough, FSA’s Director of Portfolio Management, provides some insight into what the market
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 –