How Well Do You Understand Retirement Plan Rules?

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Posted on April 30th, 2021

Qualified retirement plans, such as IRAs and 401(k)s, have many rules, and some of them can be quite complicated. Take the following quiz to see […]

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Growing Interest in Socially Responsible Investing

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Posted on April 30th, 2021

U.S. assets invested in socially responsible strategies topped $17.1 trillion at the start of 2020, up 42% from two years earlier. Sustainable, responsible, and impact […]

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April 2021

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Posted on April 6th, 2021

Monthly Market Recap The gradual economic growth discussed last month showed signs of accelerating in March.  Employers hired more, with January and February’s employment gains […]

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Real Estate for Income and Diversification

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Posted on April 5th, 2021

An estimated 145 million Americans own real estate investment trusts (REITs) in their retirement accounts and other investment funds.1 The primary appeal of REITs is […]

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Is Your Home Office Also a Tax Shelter?

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Posted on April 5th, 2021

The pandemic ushered in the age of video meetings, providing a glimpse into many kinds of home workspaces. For many workers, a dedicated home office […]

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Should You Convert Your Term Life to Permanent Life Insurance?

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Posted on April 5th, 2021

Term life insurance provides life insurance coverage for a specific time period (the term). The face amount of the policy is paid if you die […]

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March 2021

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Posted on March 11th, 2021

Monthly Market Recap February was a quiet month in the markets, continuing trends that have been in place since December.  Economic expansion seems to be […]

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February 2021

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Posted on March 11th, 2021

Monthly Market Recap Frankly, not much happened in the markets last month.  With a new President and Congress shifting power, it’s an odd time for […]

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January 2021

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Posted on March 11th, 2021

2020 Annual Market Recap 2020 will always be remembered as a tumultuous year.  When we write out the events that occurred, it’s hard to flesh […]

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December 2020

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Posted on March 11th, 2021

Monthly Market Recap from Clint Edgington, CFA In a year that the markets were driven by Covid, November may be remembered as a turning point.  Three […]

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