Insights

Ways to engage your children in giving

Engaging your children in giving through conversations and activities can unite your family towards a common goal. It can also provide a way to instill your family values about money,... Read More

Quarterly commentary: April 2018

Last year, the markets made a steady climb and volatility was at historic lows. Yet, so far in 2018, markets have reversed course as market momentum, and the euphoria from... Read More

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