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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.

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Market Update: October Recap
Ted Cohan highlights the importance of staying focused on long-term investments regardless of election cycles and also discusses the recent rise in Treasury yields following the Fed's September rate cut.
7 Ways to Protect Yourself from Check Fraud
Safeguarding your finances is more important than ever. While the use of checks has dropped by 25%, check fraud has soared, nearly doubling since 2021. Fraudsters are becoming increasingly clever, devising new methods to access your hard-earned money.
Market Update: How Investors Thrived Through 5 Years of Uncertainty
In this month's Market Update, John Cunnison reflects on the challenges of the past five years, including the pandemic, inflation, rising interest rates, geopolitical tensions, and market volatility.
Building Financial Confidence and Investing in Yourself
As women, we often find ourselves in pivotal life moments. These bring not only emotional shifts but also financial changes that require confidence and knowledge. Here's how to navigate that.
Market Update: Is It Time to Switch From Stocks to Bonds?
In this month's Market Update, Tyson Romanick addresses the stock market rally throughout 2024 and what that means for portfolios. Additionally, the Portfolio Managers share further insight into the rebound from August and the expectations around the Federal Reserve interest rate cut.
Chart of the Month: Market Volatility is the Price of Admission for Investing
The stock market had a strong start this year. The S&P 500 gained over +15% in the first six months, its 16th strongest first-half return since 1931.
Market Update: The Recent Market Correction and What Caused It
In this month's Market Update, Tyson Romanick addresses the recent market pullback and concerning headlines about a recession and rising unemployment along with an in-depth article review of market performance in July.
Chart of the Month: Can the S&P 500 Maintain Its 2024 Momentum?
A quick look at market history suggests markets could continue to trade higher in the second half of 2024.
Market Update: Q2 Recap and Q3 Outlook
In this month's Market Update, Ted Cohan reviews the year-to-date performance of stock and bond indexes, and he explains some of the limitations of indexes used by your favorite financial news shows.
Preparing for the Future: The Importance of Financial Planning for Business Owners
For business owners contemplating the sale or transition of their company, financial planning is a critical yet often overlooked component.
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.
Essential Questions to Ask Your Mortgage Lender
In this article, we answer some of the most common questions about mortgages, from selecting the best loan type and understanding down payment requirements to the importance of pre-approval and the impact of credit checks.
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