January 2023 Financial Outlook

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In this 2023 Financial Outlook video, Caleb Tucker, CFA®, Director of Portfolio Strategy, reviews market trends. Some of the key points for 2023 are: Federal Reserve policy will remain a focal point this year, but the bigger story will be how the policy changes made last year impact the economy. Inflation should continue to moderate…

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December 2022 Market Update

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In this December market update, Caleb Tucker, CFA®, Director of Portfolio Strategy, reviews this month’s market trends. Some of the key points for December’s update are: The November inflation report was an encouraging signal that inflation is finally headed in the right direction, but we are still well above the Federal Reserve’s 2% target. The…

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8 Helpful Financial Planning Tips for a Great End of Year Review

8 Helpful Financial Planning Tips for a Great End of Year Review

Decisions are best made with a little time for reflection, good information, and advice from experienced professionals. These final weeks of the year are a perfect time to take stock of your financial plan and make adjustments as necessary before the rush of the holidays and tax-filing deadlines next year. Here are some year-end financial…

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What is a “Recession”? Here Are the 5 Key Indicators

What is a Recession? Here Are the 5 Key Indicators

Wealth Manager, Marcus Anderson, CFP®, CIMA®, AIF®, breaks down the 5 key indicators, definitions, and more. I want to talk about the word “recession”.  A word that can spark fear and anxiety in a lot of people. Unlike, what most people think, which is, “we’re in a recession if two consecutive negative GDP quarters”, or…

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November 2022 Market Update

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In this November market update, Caleb Tucker, CFA®, Director of Portfolio Strategy, reviews this month’s market trends. Some of the key points for November’s update are: The October inflation report was encouraging, but we need to see inflation decline over several months to establish a trend. Volatility tends to increase during midterm election years, but…

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How to Find a Financial Advisor Who is Truly Client-Centric

How to Find a Financial Advisor Who is Truly Client Centric

Written by: Joe Cilley, CFP®, Regional Director of Financial Planning Recently I saw an online profile of an advisor claiming to be “the easiest advisor you’ll ever work with.” I’ve been thinking. What does it mean to be “the easiest” to work with, and can they really deliver? It’s common for financial professionals these days…

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Wealth Planning for Age 90, 100 – and Beyond

Wealth Planning for Age 90, 100, and Beyond

Thanks to medical technology advances, we’re living longer and in better health than ever. Some experts—like Harvard University Professor of Genetics David Sinclair, author of Lifespan: Why We Age—And Why We Don’t Have To—even proffer that “there is no biological limit, no law that says we must die at a certain age.” That tremendously exciting…

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End-of-Year Financial Checklist

End-of-Year Financial Checklist

Written by: Kate Redden, CFP®, ChFC®, CKA®, Managing Partner The end of a year traditionally is the time to make resolutions for the new year ahead. This applies as much to your financial life as it does to all those personal goals you promise yourself you’ll attend to. Financially speaking, though, the things worth considering…

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Social Security Guide

Social Security Guide

Written by: Tony Pitzer, CFP®, Partner, Wealth Manager If you’re at the beginning or middle of your working career, you may not have given much thought to Social Security. If retirement is on the horizon, you may just be starting to wonder about the details. For a program that’s such a significant contributor to so…

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