Inflation & Holiday Spending

Written By: Alex Hammersley, Financial Advisor With Black Friday and the Christmas season among us, consumers might wonder how inflation has affected consumer discretionary items like toys, clothes, electronics, etc.…

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Retirement Planning Marathon

Written By: Shawn Perkins, CFP®, AWMA® Last weekend, my wife and a few family members completed a half marathon here in Richmond (congratulations if you were one of the runners,…

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Claiming Social Security

Written By: A. Suzanne Robertson, CFP® Over the past two weeks in this space, Matt Jaskolka talked about withdrawal strategies to help you maximize the tax benefits and longevity of…

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Lump Sum Distributions

Written By: Ryan Rinehart, Financial Advisor Are you someone that currently has a pension plan with your employer? If you are and you’re getting closer to retirement, it’s likely that…

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The Year is 1981…

Written By: Anna Carlson, Financial Advisor …You’re headed to the movie theater in a wood-panel station wagon as you listen to your new favorite song, ‘Jessie’s Girl’, play on the…

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June 2022 Recap

Written By: Dan Moylan, Chief Investment Officer (on July 12, 2022) The markets tried and failed to break through the upside resistance the first week of June.  Selling came into…

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May 2022 Recap

Written By: Dan Moylan, Chief Investment Officer (on June 2, 2022) The market stabilized in May, although volatility still made for some tough days.  Overall, the Nasdaq was off -2.05%…

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Bear Markets – What to Know

Now is a great time for a “refresher” on bear markets. Scott explains what a bear market is, what the average bear market looks like, how much things typically drop,…

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