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Q & A with a CPWA® (Certified Private Wealth Advisor®)

The Certified Private Wealth Advisor® (CPWA®) designation is an advanced education and certification program for financial planners and financial advisors who work with high net… Read more

Electing a 2020 Portfolio

As the 2020 election approaches, we have been spending a lot of time discussing portfolio positioning. But historical evidence shows that political opinions are not… Read more

2020: The Year of the ‘SECURE Act’

After being passed by the House last summer and some hesitation by the Senate, the “SECURE Act” was signed into law at the end of… Read more

Have You Set Your Financial Goals for the New Year?

A New Year’s resolution is a commitment that an individual makes to a project or the reforming of a habit, often a lifestyle change that… Read more

Are Stocks Still Relevant?

The domestic stock market is the most familiar of the capital markets to the average investor, perhaps because it is the most accessible. The financial… Read more

Investing for Women

We all have similar reasons for investing. The most common goal among all investors is preserving and growing assets for retirement. The most important factors… Read more