Apr 2, 2026 | Articles & News, Financial Planning, Investments, Retirement Planning
The Markets (first quarter through March 31, 2026) The first quarter of 2026 saw a shift in market preference. After years of index performance dominated by a handful of tech giants and AI companies, investor preference moved toward value, small caps, and real economy...
Jul 6, 2020 | Articles & News, Financial Planning, Investments, Market Summary, Retirement Planning
Stocks rebounded from a dismal March by posting their best monthly returns since 1987, as investors were encouraged by the expectation of additional government stimulus programs and hope that the economy would be reopening soon. The Paycheck Protection Program and...
Aug 14, 2015 | Financial Planning, Student Loans
Residents have limited options for dealing with their loans. With the average medical school debt for a graduating doctor in 2014 being around $176,000[1], this can seem like a significant burden weighing you down. A standard 10-year repayment plan costs...
Apr 2, 2015 | Articles & News, Financial Planning, Investments
Understanding financial matters can be difficult if you don’t understand the jargon. Becoming familiar with these 10 financial terms may help make things clearer. 1. Time value of money The time value of money is the concept that money on hand today is worth...
Aug 18, 2014 | Articles & News, Financial Planning
Helping You See The Big Picture. Do you picture yourself owning a new home, starting a business, or retiring comfortably? These are a few of the financial goals that may be important to you, and each comes with a price tag attached. That’s where financial...
Jul 11, 2014 | Articles & News, Financial Planning, Investments, Retirement Planning
Deciding to work with a financial advisor is a great step towards meeting your financial goals. However, finding the right adviser to work with can be a difficult task, which requires more effort and research. The first question to ask is whether the advisor is...
