Equipping you as an Informed Investor

As part of our initiative to provide objective and educated advice to our clients, we’ve assembled this collection of financial resources. They are designed to give you new insight into the ever-evolving financial marketplace and help build the confidence that comes from being a knowledgeable investor. Bookmark this page and check back for regular updates. As always, if there is anything else you ever need, feel free to let us know.

6 Things to Remember When Markets Fall
10/27/2020
It's natural to be nervous when the markets head for negative territory. Keep a positive perspective with these six investing reminders.
Markets & Investing
Rough Day for Stocks as COVID-19 Cases Surge, Election Looms
10/26/2020
The S&P 500 posted its worst daily decline since late September but didn’t entirely erode October gains.
Markets & Investing
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Why Contribute to a Roth IRA?
10/26/2020
Consider the benefits and limits associated with making post-tax contributions to an individual retirement account.
Retirement & Longevity
Recent Bond Market Trends
10/26/2020
Drew O'Neil discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
Known and Unknown Unknowns
10/23/2020
Chief Economist Scott Brown discusses current economic conditions.
Economy & Policy
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Weekly Investment Strategy
10/23/2020
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
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Weekly Market Snapshot
10/23/2020
Chief Economist Scott Brown discusses the latest market data.
Economy & Policy
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Weekly Market Guide
10/23/2020
Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio & Technical Strategy.
Markets & Investing
Tax Tweaks Often Affect Givers’ “How” but not Their “Why”
10/20/2020
Generous families remain a positive force amid this tough year – though some have adjusted their strategies due to the CARES Act.
Estate & Giving
Did You Know 529s Are Powerful Estate Planning Tools?
10/20/2020
These versatile savings accounts might be the estate planning vehicle you need to learn about.
Family & Life Events // Estate & Giving
Don’t Fall for These Two Phone-Related Scams
10/19/2020
Stay skeptical – and a step ahead – of scammers.
Lifestyle & Technology
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