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The Art of Being Thankful

Blog

The Art of Being Thankful

Published by Stephanie Wilson, Lead Communications Associate It’s the time of year when our thoughts go to thankfulness for our family, friends, and all we have received.

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Weekly Market Commentary – November 18, 2019

Market Commentary

Weekly Market Commentary – November 18, 2019

The S&P 500 continued to edge higher and closed Friday at another all-time high. News that U.S.-China trade negotiations continued to progress kept markets moving higher. U.S. economic news was mixed. Retail sales missed expectations but have still grown more than 3% over the last 12 months.

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4 Ways To Improve Your Estate Plan

News

4 Ways To Improve Your Estate Plan

Most people want to plan for a good life and a good retirement, so why not plan for a good end of life, too? Let’s look at four ways you can refine your estate plan, protect your assets and create a level of control and certainty for your loved ones.

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Weekly Market Commentary – November 11, 2019

Market Commentary

Weekly Market Commentary – November 11, 2019

Last week was quieter following the multiple major data releases and Fed meeting the previous week. England and Australia left interest rates unchanged. U.S. and Chinese trade data showed both economies continue to struggle with the effects of a trade war.

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Avoiding The “Big Mistake”

Blog

Avoiding The “Big Mistake”

Published by Robert W. Huntley, CFP®, CHFC®, CKA® Founder & Wealth Advisor In the summer of 2000, someone I knew for about 5 years calls me with a question. He wanted to know if he should sell his Enron bonds or keep them. 

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How to Maximize Your Giving with a Donor-Advised Fund

Monthly Newsletters

How to Maximize Your Giving with a Donor-Advised Fund

Many of us have memories of family giving practices. For some, it was that dime from your allowance that your parents said goes to the church. For others, it was the yearly (or more often) volunteering trip to help out at the local mission/soup kitchen. Or it might have been a policy of giving one toy to Goodwill for every new one you received as a gift. 

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Weekly Market Commentary – November 4, 2019

Market Commentary

Weekly Market Commentary – November 4, 2019

Last week was the business economic data week of the year. The Federal Reserve cut interest rates for the third consecutive meeting. Third-quarter GDP grew 1.9%, beating expectations of 1.6% while still falling short of 2% because of weakness in trade and business investment.

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The Importance of Credit

Blog

The Importance of Credit

Published by Annah Tucker, Director of Operations We have all been taught that you need credit in order to obtain goods or services, based on the trust that payment will be made in the future. 

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Compounding Wealth (and Wisdom)

Blog

Compounding Wealth (and Wisdom)

No single strategy works forever, but you also don’t want to change your approach every time the markets shift slightly. How does investing work – not just for a season or a year or two, but for a lifetime? Time is a major factor when it comes to successful investing.

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Weekly Market Commentary – October 28, 2019

Market Commentary

Weekly Market Commentary – October 28, 2019

Economic data reinforced the view that trade disputes are pressuring economic growth and creating an uncertain environment for businesses to invest. Whether it was the weekly Brexit roller coaster, the U.S. durable goods report,

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