Thought Leadership By Our Team

Financial fears can paralyze anyone from making a decision about money, but for many women, money matters are particularly terrifying. Why all the fear? What's holding females back? Here are five of the most common fears women have when it comes to money and ways to overcome them.

You probably learned in college, that procrastination is usually not the best way to do your best work. Do you procrastinate with your finances, as well? These five tips can help you to overcome this bad habit.

How much uncertainty you can live with? Do you prefer to sit back & watch the stock ticker? Asking yourself these kinds of questions will help better determine your portfolio risk tolerance.

Do your new year's resolutions need a little tune-up already? Not to worry. Consider these 6 tips to get your financial health in shape.

Is your financial advisor a fiduciary? Maybe you assume he/she is but it's important to educate yourself on the differences between a fiduciary vs. salesperson.

This Week’s…. 7 Things to Know About the Markets & the Economy (Quarter Closes with Big Equity Gains, The Fed Lifts Rates, Oil Surges, Consumer Confidence At 19 Year High, October Initiates A Year End Rally?)

Despite some interesting headlines and cross currents, markets generally traded in a tight band. Small Cap Stocks and MLPs led to the upside while International stocks turned in the weakest performance.

We hope you are enjoying the early spring season. In this newsletter, we review the interesting start to the year for the markets, and highlight some of the major changes to tax reform and how they can impact your tax situation going forward.

Watch what they do, not just what they say, three studies suggest

In this quarterly newsletter, we are taking the opportunity to not only review the markets but to also introduce our Investment Committee and explain how they are integral to our investment process.