November 2022

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Posted on November 4th, 2022

Markets Rebound in Octoberfrom Clint Edgington, CFA After a rough September, markets rebounded in October with the first monthly gain since July. After two quarters of […]

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Is It Time to Buy an Electric Vehicle?

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Posted on October 26th, 2022

Record-breaking fuel prices may have you thinking about buying an electric vehicle sooner rather than later. All electric vehicles (EVs) or plug-in electric vehicles (PEVs), […]

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Donor-Advised Funds Combine Charitable Impact with Tax Benefits

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Posted on October 26th, 2022

A donor-advised fund (DAF) is a charitable account offered by sponsors such as financial institutions, community foundations, universities, and fraternal or religious organizations. Donors who […]

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October 2022

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Posted on October 18th, 2022

Markets Continue Decline in Q3from Clint Edgington, CFA The Fed’s rate increases are not slowing inflation as quickly as hoped. After remaining flat for a few […]

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FAFSA Opens on October 1

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Posted on September 27th, 2022

For those with children attending college next year, the Free Application for Federal Student Aid (FAFSA) for the 2023-2024 school year opens on October 1, […]

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Retirement Savings in a Volatile Market

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Posted on September 27th, 2022

If you worry about your retirement investments during market downturns, you’re not alone. Unfortunately, emotions are often the enemy of sound investing. Here are some […]

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July 2022

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Posted on July 20th, 2022

Markets Continue Decline in Q2from Clint Edgington, CFA With inflation, interest rate, and geopolitical fears taking the stage and reversing market advances in the beginning of 2022, the […]

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Inflation Protection for Investment Dollars

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Posted on July 11th, 2022

For the 12-month period ending in May 2022, the Consumer Price Index for All Urban Consumers (CPI-U) — the most widely used measure of inflation […]

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Diversifying Your Portfolio with International Flair

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Posted on July 1st, 2022

Global economic growth is projected to drop from a 5.8% rate in 2021 to 3.3% in 2022, as the world grapples with repercussions of the […]

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Avoiding Probate

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Posted on May 11th, 2022

Probate is the process of proving the validity of a will and supervising the administration of an estate usually in the probate court. State law […]

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