July 2022

By Mark Fissel
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

By Mark Fissel
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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Q2 2022 Market Review

By Clint Edgington
Posted on July 11th, 2022

With inflation, interest rate, and geopolitical fears taking the stage and reversing market advances in the beginning of 2022, the second quarter extended these trends. […]

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Diversifying Your Portfolio with International Flair

By Mark Fissel
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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The Potential Benefits of Roth IRAs for Children

By Anne Zavaglia
Posted on July 1st, 2022

Most teenagers probably aren’t thinking about saving for retirement, buying a home, or even paying for college when they start their first jobs. Yet a […]

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April Market Update

By Clint Edgington
Posted on May 18th, 2022

Economic trends apparent so far in 2022 continued in April and worldwide markets tanked.  Interest rate increases, spurred by a more hawkish Fed, continued punishing […]

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Avoiding Probate

By Mark Fissel
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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April 2022

By Mark Fissel
Posted on April 22nd, 2022

Geopolitical tensions and inflation strike:Markets uniformly down 2022 Q1 from Clint Edgington, CFA World equity markets’ great 2021 is not continuing in 2022, while fixed income markets’ underwhelming […]

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Geopolitical tensions and inflation strike: Markets uniformly down 2022 Q1

By Clint Edgington
Posted on April 12th, 2022

World equity markets’ great 2021 is not continuing in 2022, while fixed income markets’ underwhelming performance last year is.  Inflationary pressures have been in the […]

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Secure Act 2.0 Passes in the House

By Anne Zavaglia
Posted on April 11th, 2022

Retirement savings legislation is one area lawmakers come together and show bipartisan support. The House passed the Securing a Strong Retirement Act of 2022 by […]

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