Insights

Quarterly commentary: January 2018

The fourth quarter of 2017 capped off what turned out to be a strong year for the economy and the markets both here and abroad. Despite hazards from a tumultuous... Read More

Quarterly commentary: October 2017

In the third quarter, continuing positive outlook for the global economy and better-than-expected corporate earnings were the catalysts that kept markets moving forward.  Several key market indexes reached record highs... Read More

Quarterly commentary: July 2017

Equity returns were positive around the globe in the second quarter with international developed and emerging markets stocks faring better than those in the U.S. Rising expectations for an acceleration... Read More

What is a Certified Financial Planner?

Most people think that all financial planners are “certified,” however this isn’t the case. While anyone may use the term “financial planner,” only those who have met the certification and... Read More

Why saving for retirement is difficult

Saving for retirement is not a priority for many Americans. Current financial opportunities often take precedence and result in delaying or reducing the amount people save for the future. With... Read More

Quarterly commentary: April 2017

Thankfully, 2017 started out on a far more positive note than the first quarter of 2016. Last year’s record-breaking poor first quarter performance seemed like a distant memory, as corporate... Read More