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November 2020
By Mark FisselPosted on March 11th, 2021
Monthly Market Recap from Clint Edgington, CFA Writing these market reviews is a humbling experience and solidifies our hesitance to predict what markets will do in […]
Learn MoreOctober 2020
By Mark FisselPosted on March 11th, 2021
Monthly Market Recap from Clint Edgington, CFA This quarter enjoyed broad economic optimism, as jobless claims decreased (though obviously still elevated), manufacturing continued its rebound, and […]
Learn MoreTax Filing Information for Coronavirus Distributions
By Mark FisselPosted on March 1st, 2021
In March 2020, Congress passed the Coronavirus Aid, Relief, and Economic Security (CARES) Act. The legislation included a provision that allowed qualified retirement plan participants […]
Learn MoreA Financial Wellness Plan Can Help Pave the Road to Retirement
By Mark FisselPosted on March 1st, 2021
If we’ve learned any lesson over the past year, it’s that no matter how carefully we plan and prepare, we’ll likely encounter unexpected hurdles. While […]
Learn MoreCOVID-19 and the Importance of Disability Income Insurance
By Mark FisselPosted on February 1st, 2021
The prospect of being unable to work due to an illness or injury may seem remote to many of us, particularly during our younger working […]
Learn MoreAre Value Stocks Poised for a Comeback?
By Mark FisselPosted on February 1st, 2021
Growth stocks have dominated the market for the last decade, led by tech giants and other fast-growing companies. While it’s possible this trend may continue, […]
Learn MoreEstate Planning Strategies in a Low-Interest-Rate Environment
By Mark FisselPosted on January 4th, 2021
The federal government requires the use of certain interest rates (published by the IRS) to value various items used in estate planning, such as an […]
Learn MoreSequence Risk: Preparing to Retire in a Down Market
By Mark FisselPosted on January 4th, 2021
“You can’t time the market” is an old maxim, but you also might say, “You can’t always time retirement.” Market losses on the front end […]
Learn MoreFour Steps to Rebuilding Your Business
By Mark FisselPosted on December 1st, 2020
Few business owners have escaped the financial effects of stay-at-home orders, new safety protocols, and consumer fears related to the pandemic. Even if you took […]
Learn MoreHow to Help Maintain a High Credit Score
By Mark FisselPosted on December 1st, 2020
During the holiday shopping season, your credit score is probably the last thing on your mind. But as you start your seasonal spending, remember to […]
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