Market Commentary

Market Update: Short-Term Pessimism, Long-Term Optimism

Around the time of the Global Financial Crisis (GFC), a guest comedian on Late Night With Conan O’Brien poked fun at airline passengers who complained...
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Manage Wealth

Opportunities for Maximizing Education and Retirement Accounts

The cost of education has never been higher. According to the National Center for Education Statistics, the cost of education has increased by two tim...
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Market Commentary

Quarterly Insights: April 2023

It's been a little over a year since the Federal Reserve began their aggressive tightening cycle to combat persistent inflation, increasing short-term...
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Market Commentary Grow Wealth

The Head and the Heart

In life, few things put us at the mercy of our emotions the way investing can. The last three years in the markets have been especially unnerving, exh...
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Manage Wealth

Tax and Retirement Updates

The SECURE Act that was signed into law at the end of 2019 changed key rules around Individual Retirement Accounts (IRAs). Notably, the age to begin t...
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Manage Wealth

Update: Charitable Gift Annuities More Attractive As Payout Rates Rise Again

Now is a good time for those wanting to give to consider establishing a charitable gift annuity. At its core, a CGA is an arrangement whereby assets a...
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Market Commentary

Quarterly Insights: January 2023

As we welcome a new calendar year, we pause to reflect upon the one which has concluded and consider what 2023 might offer investors. 2022 was a tumul...
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Market Commentary

Faith Seeking Understanding

When in bear markets, like we are now, clients often ask us how we can keep our heads when it appears the world is coming apart. What knowledge do we ...
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Market Commentary

Quarterly Insights: October 2022

After dropping borrowing rates to zero during the pandemic, the Federal Reserve has dramatically changed course in a bid to fight inflation. As we’ve ...
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Market Commentary

How to Invest in a Changing Fixed Income Environment

In last quarter’s newsletter, equity analyst Dan Mintz considered equity investment in an inflationary environment. Today, we will discuss how the fix...
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