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Resolutions and Contributions

According to our furry friend, Punxsutawney Phil, spring will soon be upon us! I’d like to take a moment to reflect on those resolutions you… Read more

How can the new Tax Laws work for you?

On December 22, 2017, President Trump signed into law the Tax Cuts and Jobs Act, which has been the most significant tax reform we have seen in over 30 years.

Shape Up Your Retirement Plan Savings

A common goal that can be easily forgotten about is getting our retirement savings in better shape. Retirement accounts through our employer can be one of the most attractive way to save, and while employer sponsored plans have long been a main source of retirement income for many workers over time, the retirement landscape has shifted.

Where do we stand?

“We may not know where we’re going, but we sure as heck ought to know where we stand” is an oft-uttered refrain from the legendary investor Howard Marks. In this blog, Michael Godwin, manager of portfolio strategy, walks us through Marks' six options for investing in a low-return world and also discusses economic growth, the “hated rally”, interest rates and more!

The Client Experience

The Client Experience The term “The Client Experience” is a trendy phrase. You hear this phrase in all industries, such as coffee shops, car dealerships,… Read more

Consensus Trades

Consensus Trades No matter how logical the original prediction was, consensus trades often seem to end up being unprofitable. One has to ask, how can… Read more

How 3 Trump Policy Stances Have Resulted in Strong Market Performance

How 3 Trump Policy Stances Have Resulted in Strong Market Performance    Have You Set Your Financial Goals for the New Year? (Resolutions Don’t Work,… Read more

Have You Set Your Financial Goals for the New Year? (Resolutions Don’t Work, But Goals do.)

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

Retirement Plan Success Series: Part 3: Retirement Plan Fees and The Matrix

Before a plan sponsor can determine whether or not fees are reasonable, they must first understand what the fees are. A study by the U.S.… Read more

Avoid Traffic Jams On The Way To Retirement

For some, Memorial Day weekend marks the unofficial beginning to the summer vacation season. With the average cost of gas expected to be the lowest… Read more

Musings on Parallels

There is concern in some quarters over the length of the current stock market recovery, world events and a myriad of other financial influences. In… Read more

Mind the Gap

Despite grand campaigns for equality, the United States gender pay gap has hardly budged in a decade, with American women on average still earning only… Read more