Smoothing Market Ups and Downs

By Mark Fissel
Posted on February 14th, 2022

After the wild ride of 2020, the U.S. stock market was relatively calm in 2021, but there was still plenty of volatility. There were 55 […]

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January 2022

By Mark Fissel
Posted on January 27th, 2022

2021 Market Market Reviewfrom Clint Edgington, CFA As is usually the case, the headlines of a year that are memorable are generally negative.  2021 will likely […]

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“A Trend is a trend. But the question is, will it bend? Will it alter its course through some unforeseen force and come to a premature end?” -Alexander Cairncross[1]

By Clint Edgington
Posted on January 7th, 2022

2021 Post Covid Trend Continues: Inflation, Blistering Stock Prices, Bonds Hurt As is usually the case, the headlines of a year that are memorable are […]

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Build Back Better Act Delayed

By Anne Zavaglia
Posted on January 3rd, 2022

The Build Back Better Act passed in the House in November. The $1.75 trillion social spending bill would advance key parts of President Joe Biden’s […]

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Are You a HENRY? Consider These Wealth-Building Strategies

By Mark Fissel
Posted on December 20th, 2021

HENRY is a catchy acronym for “high earner, not rich yet.” It describes a demographic made up of young and often highly educated professionals with […]

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Building Blocks for Financing College with Less Debt

By Mark Fissel
Posted on December 17th, 2021

Financing a college education with the least amount of debt involves putting together a variety of resources in the most favorable way for your family. […]

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2022 Contribution Limits

By Anne Zavaglia
Posted on November 30th, 2021

The IRS has announced Cost-of-Living adjustments for contribution limits to 401(k)s and other qualified plans for 2022. Contributions to IRAs will remain the same. See […]

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P/E Ratios Offer Multiple Perspectives on Value

By Mark Fissel
Posted on November 30th, 2021

Many factors go into decisions on buying or selling shares of a particular stock, but the price/earnings (P/E) ratio can be a helpful starting point […]

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Charitable Giving Can Be a Family Affair

By Mark Fissel
Posted on November 30th, 2021

As families grow in size and overall wealth, a desire to “give back” often becomes a priority. Cultivating philanthropic values can help foster responsibility and […]

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401(k) and IRA: A Combined Savings Strategy

By Mark Fissel
Posted on November 30th, 2021

Contributing to an employer-sponsored retirement plan or an IRA is a big step on the road to retirement, but contributing to both can significantly boost […]

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