Blogs

Article | 5 min |
A simple investments 101 crash course in terminology, structures, and retirement plans can empower you to take charge of your financial future and grow your wealth. So, we’re giving you a base-level breakdown of investment terms to help you effectively communicate financial matters. Many first-time investors feel lost when they begin navigating the complex language of the investment world. This is natural—making informed decisions is difficult when dealing with terms you might not know. But learning the basics is easier than you think. A simple investments 101 crash course in terminology...
Article | 5 min |
Building and sticking to a robust financial wellness checklist is the best way to assess your situation. Are you looking to review where you are with your finances? Wary of your financial fitness and how you stack up? Use this list to check your financial health today. The start of a new year is the perfect time to reflect on your financial situation. Whether you’re saving for a big purchase, planning for retirement, or reassessing your budget, a financial wellness checklist can show you where you stand. According to a recent survey by the National Financial Educators Council (NFEC), lack of...
Article | 7 min |
Quarterly Market Review: Q4 2022 By: Paul Dickson, Director of Research and Mark Stevens, Chief Investment Officer The New Map The post crisis economic and investment era is moving to the rear-view mirror as new drivers emerge. One year ago, we published our market review for the fourth quarter of 2021 and presented an outlook for 2022 that we termed “Shifting Gears.” Those shifts included our expectations for a significant tightening in monetary policy via interest rate increases and a decline in the Federal Reserve’s (Fed) balance sheet. That balance sheet of almost $9 trillion of U.S...
Article | 5 min |
Check out these actionable strategies to coordinate your estate and tax planning documents—and minimize your 2022 tax liability. Let’s dive into some actionable strategies to consider over the next several weeks to coordinate your documents and minimize your 2022 tax liability. File Your Taxes Online Instead of by Mail Shopping, dating, ordering takeout—you can do practically anything online these days, including filing your taxes. But while filing online is significantly easier, is it better? Let’s unpack the overwhelming advantages of online filing and why this should be integral to your...
Article | 7 min |
Quarterly Market Review: Q3 2022 By: Paul Dickson, Director of Research and Mark Stevens, Chief Investment Officer How much are recession expectations already priced in? The third quarter of 2022 will be remembered as the turning point in the battle against inflation. Global central banks, led by the U.S. Federal Reserve, appeared to decide that risking a recession would be preferable to risking rising inflation, and the markets took heed. U.S. equity markets started the quarter by recovering from earlier declines. This recovery was quickly upended by the Fed’s unsettlingly sharp interest rate...