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, […]
RMD stands for Required Minimum Distribution, and is the source of many of the questions we get from clients at FSA. In her #TechnicalTuesday debut, Kim Scott, CFP®, explains what […]
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 […]
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.