Jump to main content

Articles

Filters

Featured Article

White house presidential podium in the garden

Vote with Your Ballot, Not Your Life Savings

History shows us that regardless of which party occupies the White House (or has a majority in Congress), long-term investors have been rewarded for their patience and discipline.

All Articles

5 Questions to Ask When Selecting Your Financial Advisor
The process of hiring a financial advisor can often feel like stepping into a complex maze of financial decisions. Here are five questions to ask when meeting with a potential financial advisor that will help you navigate the decision.
Chart of the Month: The S&P 500’s Concentration Offers a Lesson on Diversification
The odds are high that you have read or heard about artificial intelligence or Chat GPT this year. In the stock market, there is a small group of stocks known as the “7 Tech Titans”, which includes leading technology firms exposed to the AI theme.
Market Update: Q3 Recap and Looking Ahead
John Cunnison and Vesna Dodge recap the third quarter, discuss the rise in oil prices and interest rates, and look ahead to the fourth quarter of 2023.
7 of the Best Ways to Invest $5,000
Got $5,000 ready to invest? Here's what the experts recommend.
Read on U.S. News
Chart of the Month: Why Interest Rates Could Remain High Heading Into 2024
The current economic environment is drawing comparisons to the 1970s. In the early 1970s, oil prices surged following OPEC’s oil embargo, and U.S. fiscal deficits expanded as government spending increased.
What happens if you exceed Roth IRA income limits?
Roth IRAs are designed to help people with low to moderate income save for retirement. While contributions aren’t tax-deductible, earnings grow tax-free, and withdrawals are tax-free as long as you follow certain rules.
Read on USA Today
Market Update: The Goldilocks Economy
In this month’s Market Update, Chief Investment Officer John Cunnison discusses economic and market resilience in the face of aggressive Fed policy. He argues that while the prospects of a recession are material as Fed policy begins to take hold, the economic resilience we are witnessing now reduces the chance of a deep and damaging recession. In addition, the Portfolio Managers share an article covering market activity for the month of August.
Protecting Your Personal Information from Call Scams
In an increasingly interconnected world, scammers are finding new ways to target unsuspecting individuals, such as posing as call center and fraud department representatives, with the intention of gathering personal information to access online banking accounts.
Chart of the Month: Exploring Retail Sales Data – A Key Indicator of U.S. Consumer Health
The U.S. consumer plays an important role in the economy, accounting for almost two-thirds of U.S. GDP. For this reason, investors and economists pay close attention to the consumer’s financial health and activity...
Market Update: July Recap with Tyson Romanick
In this month’s Market Update, Senior Portfolio Manager Tyson Romanick talks about investor sentiment back in 2022, where we are today, and two major factors that go into making portfolio changes. In addition, the Portfolio Managers share an article covering the S&P500's winning streak and inflation concerns due to an increase in gas prices
How to Save Money on Your Mortgage
Learn what matters most to lenders, and then polish up your credit history.
Read on Next Avenue
Gold investing tips beginners should know, according to experts
Beginner investors in gold should consider how this asset fits into their overall portfolio
Read on CBS News
Showing 37-48 of 217 results