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Market Commentary
Reflections on a Changing Investment Environment
In the investment field like many other undertakings in life, activity does not equal achievement. During periods of significant change, investors may be better served by stepping back, assessing risk...
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Grow Wealth
A Stock-Picker’s Market
As of early-August, US stocks, as measured by the S&P 500, are up about 12% in 2024. A first-half rally wasn’t supposed to happen for a number of reas...
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Manage Wealth
Finalized Inherited IRA Regulations
It's 2:00 a.m., and you are sleeping soundly when your cell phone rings from an unknown number. You answer the phone to hear your grandson’s voice on ...
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Manage Wealth
Finding Peace of Mind with a Well-Ordered Financial Household
As Investment Counselors, my colleagues and I are immersed in the world of financial rules and systems. Whether we are studying the investment markets...
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Market Commentary
Quarterly Insights: July 2024
The U.S. economy keeps growing even in the face of high interest rates. Consumers are spending, businesses are investing, and the labor market is stro...
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Market Commentary
Reflections on a Changing Investment Environment
In the investment field like many other undertakings in life, activity does not equal achievement. During periods of significant change, investors may...
Read More
Manage Wealth
Protecting Against AI-Driven Financial Fraud
It's 2:00 a.m., and you are sleeping soundly when your cell phone rings from an unknown number. You answer the phone to hear your grandson’s voice on ...
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Manage Wealth
2024 RMD Relief for IRA Beneficiaries Subject to 10-Year Rule
In April, the Internal Revenue Service waived penalties for beneficiaries of individual retirement accounts subject to required minimum distributions ...
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Market Commentary
Quarterly Insights: April 2024
The U.S. economy’s resilience to high interest rates continued in the first quarter of 2024. Despite widespread expectations for an economic downturn,...
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Grow Wealth
A Reality Check on AI
While computers have only been around since the 1950s, our fascination with artificial intelligence goes all the way back to early recorded human hist...
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Manage Wealth
A New High in Gift Annuity Rates
With payout rates higher than they have been in more than a decade, and possible interest rate cuts on the horizon, now is an opportune time to consid...
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