
What Should I Know About Stock Compensation?
If you are employed by a publicly traded company or company that one day may go public, it’s highly likely you may receive stock as a part of your …
Check the background of investment professionals associated with this site of FINRA BrokerCheck
Check the background of investment professionals associated with this site of FINRA BrokerCheck
Posted on by Brandon Schwan, Senior Vice President, Financial Advisor
If you are employed by a publicly traded company or company that one day may go public, it’s highly likely you may receive stock as a part of your …
Posted on by Jim Sinegal, Senior Investment Analyst
Key Takeaways Foreign countries are increasingly looking to diversify foreign exchange holdings away from the U.S. dollar. Years of easy monetary policy and growth in government debt have weakened the …
Posted on by Marsha Posset, Director of Marketing
Sign up now: As our firm changes and grows, our magazine and the way we communicate and educate our clients and constituents reflect that change. Our magazine has been available …
Posted on by Daniel J. Dingus, President, Executive Director of Portfolio Management
On January 19th, 2023, the United States Government hit the debt ceiling, which in a nutshell, is the amount of national debt that Congress lets the Treasury Department incur on …
Posted on by Robert Fragasso, CFP Board Emeritus®
The last 50 years in the investment industry have presented us with many significant changes and most have been improvements. For example, eliminating fixed brokerage commissions ushered in the new …
Posted on by Brianne King, CFP®
As we know from history and our own experience, when equities enter a period of extended volatility or loss, it can be detrimental to our financial and mental well-being. Your …
Posted on by Daniel J. Dingus, CFP®, AIF®, MBA
Debate topics can be political, informative, funny, social, and economic. Many are controversial, heightening the level of seriousness, especially when discussing politics or one’s core value systems. But sometimes a …
Posted on by Mallory Labik, CFP®, CDFA®
Getting divorced at any age is overwhelming. Getting a divorce after age 50, or what is commonly known as “Gray Divorce,” can add another layer of complexity. In many cases, …
Posted on by Michael Godwin
With inflation at its highest peaks in over 40 years, it is no wonder that investors are concerned. Key contributing factors have been the labor shortage, supply chain backlog and …
Posted on by Brandon Schwan
By now you are familiar with the term SECURE Act that was passed in 2020, and how it impacts retirement and estate planning. A large part of that is due …