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®.

3 Fresh Ideas to Help Boost Your Employees’ Retirement Savings

Innovative and creative approaches to help your company stand out while improving workers’ financial well-being.

5 Ways Business Owners Can Optimize Retirement Savings

Key strategies to help employers maximize savings and minimize taxes

401(k) Distribution Options to Take Charge of Your Retirement Savings

The average American will change jobs 12 times. But what happens to their old 401(k) account? Here are 4 distribution options to consider when changing jobs or retiring.