Articles

John Cunnison, CIO, and Tyson Romanick, Senior Portfolio Manager, discuss key market trends, client questions, and investment strategies for the year ahead.

Your retirement plan can do more than help you enjoy your golden years. It can also allow you to support charities using pre-tax funds.

In this Market Update, John Cunnison highlights the positive momentum in today’s financial markets. The economy has avoided a recession, growth remains steady, labor markets are thriving, inflation is nearing target, and the Federal Reserve is easing rates.

As the end of the year approaches, it’s the perfect time to take stock of your financial picture and ensure you’re taking advantage of opportunities to save on taxes, maximize your investments, and plan for the future.

As we approach the end of the year, now is the perfect time for business owners to take a comprehensive look at their operations and prepare for the year ahead.

Every day, thousands of people are tricked by scammers posing as their bank, reaching out through deceptive emails, texts, or calls. With the rise of online and mobile banking, these threats have only become more frequent. According to the latest Federal Trade Commission report, American consumers lost an astounding $10 billion to phishing scams and fraud in 2023—a 13.6% increase over the previous year.

For many nonprofits, financial planning is an ongoing challenge. Inconsistent funding streams, unpredictable donations, and economic downturns can make long-term planning difficult. One powerful tool that nonprofits can use to safeguard their future is an endowment. Establishing an endowment not only creates a steady income stream but also ensures the organization's mission continues long into the future.

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.

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.

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.

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.