Private Wealth Management Insights

June 22nd Market Commentary

It's no secret that the markets are experiencing a challenging year with many wondering if we're nearing a recession. So we asked seasoned members of our Investment Committee, Pat Collins, CFP®, EA, and Greg Hobson, CFP®, AIF®, to speak to those challenges and lend some valuable perspectives based on what they've experienced during their respected careers.

DeFAANGed: A Nightmare on Wall Street

Goliath. Achilles. The bear from The Revenant. Powerful, imposing, and victorious as these legendary figures became, their mighty falls remain infamous…

What is a CFP®? (and Why It’s Important to Work with one)

When searching for a financial advisor, you will likely see a lot of “alphabet soup” following prospective advisors’ names. While all these designations, licenses, and certifications have different education and experience requirements (and some may carry more weight than others), one certification rises above the rest as the standard for financial planning-focused advisors: the CFP®.

Market Commentary: May 17, 2022

The stock and bond markets have been struggling in 2022. We thought it would be helpful to provide an explanation regarding what has been happening, how to think about these issues, and what we are doing about it.

I-Bonds: The Treasury’s Best Kept Secret

If something sounds too good to be true, it usually is not all it’s cracked up to be--- unless it is the current yield on Series I savings bonds, also known as, I-bonds. I-bonds are savings bonds guaranteed by the US Government that currently yield 7.12% and will increase to 9.62% in May.

Residential Rental Real Estate: Buyer Beware

Many major asset classes have experienced substantial growth over the last several years, resulting in very expensive valuations. This has led some investors to think beyond traditional investments like stocks and bonds and consider investing in single-family residential real estate for its steady cash flow and price appreciation potential. can this be a good use of capital for investors looking to earn higher potential returns?

Market Commentary: Crisis in Ukraine

The events of the past several weeks have been devastating and unsettling on many fronts. When it comes to how these events have impacted the investment markets, there are several items we believe investors should keep in mind...

ESG Investing Part III: Do I Have to Sacrifice Returns?

In Part II of our ESG Series, we talked about how hard it is to measure whether ESG investing really makes a difference in its impact on the world. In this final blog we are going to try to answer another important question: Do I have to sacrifice returns if I pursue ESG investing?

ESG Investing Part II: Does It Really Make a Difference?

Now that you have the rundown on what ESG is, you may then ask whether ESG investing makes a difference. Does ESG live up to its mandate and improve the world in some way, small or large? The best way to gauge success is to measure it.