Q3, 2022, Quarterly Market Commentary

November 8 2022
Stock Market News Economic Outlook It was a stream of bad news in Q3. The Fed continued to raise interest rates, but we didn’t see inflation halt to a stop as mortgages reached their highest point since 2008. Higher rates mean tighter budgets for businesses and we’re seeing prices continue […]...

5 Things Your Financial Advisor Isn’t Telling You

June 17 2019
The world of investment advice and financial planning is full of problems. Things like conflicts of interest, obscure disclosures and an overall lack of transparency leave consumers feeling confused and uncertain. Big name firms are allowed to act in their own best interests, with little regard for the individual accounts that […]...

Thinking About Saving? Make it Easier.

June 1 2019
The single most important thing about saving money is to automate the process. You can do that by utilizing your work 401(k) plan or a direct deposit into a savings or investment account. You want to make sure your automatic savings are set up for the days you get paid […]...

Doing Good or Doing Well?

May 31 2019
Socially Responsible Investing has become a major stock market question over the last few years. Should you put your returns at risk by investing in companies that care about social justice as opposed to winning at all costs? Chances are you won’t have to, here’s why: At the end of […]...

The Index Bogeyman

April 10 2019
Over the last several years, index funds have received increased attention from investors and the financial media. Some have even made claims that the increased usage of index funds may be distorting market prices. For many, this argument hinges on the premise that indexing reduces the efficacy of price discovery. […]...