Exchange-Traded Funds: ETF Strategies Can Be Trendy or Tried-and-True

By Mark Fissel
Posted on May 30th, 2019

As of January 2019, there were 2,007 exchange-traded funds (ETFs) listed in the United States, with about $3.6 trillion in total assets. Assets held in […]

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Ten Money-Saving Travel Tips

By Mark Fissel
Posted on May 30th, 2019

Exploring the world sounds fun and exciting, but it can be expensive to travel. However, there are ways to experience the trip of your dreams […]

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Time for a Mid-Year Investment Check

By Mark Fissel
Posted on May 30th, 2019

Many investors may be inclined to review their portfolios only when markets hit a rough patch, but careful planning is essential in all economic climates. […]

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May 2019 Monthly Recap

By jporter
Posted on May 11th, 2019

Opportunity Zone Update: New IRS Language The IRS recently cleared significant hurdles for investors interested in Opportunity Zone Funds with the release of its second […]

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Opportunity Zone Update: New IRS Language Clarifies Lingering Issues

By Clint Edgington
Posted on May 2nd, 2019

The IRS recently cleared significant hurdles for investors interested in Opportunity Zone Funds with the release of its second set of Treasury regulations regarding Opportunity […]

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How Much Money Should a Family Borrow for College?

By Mark Fissel
Posted on April 26th, 2019

There is no magic formula to determine how much you or your child should borrow for college. But there is such a thing as borrowing […]

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How to Recover from a Mid-Life Financial Crisis

By Mark Fissel
Posted on April 26th, 2019

A financial crisis can be scary at any age, but this is especially true when you’re in your 40s or 50s. Perhaps you’re way behind […]

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How Does the Federal Reserve Affect the Economy?

By Mark Fissel
Posted on April 25th, 2019

If you follow financial news, you’ve probably heard many references to “the Fed” along the lines of “the Fed held interest rates,” or “market watchers […]

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Mergers & Acquisitions: What’s in the Deal for Investors?

By Mark Fissel
Posted on April 25th, 2019

Merger and acquisition (M&A) activity in North America and Europe reached its second highest level on record in 2018. There were 19,501 deals worth $3.6 […]

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Clint Speaking at ‘Alternative Investment’ Conference

By Mark Fissel
Posted on March 29th, 2019

Clint spoke to investors on Monday at the Alternative & Direct Investment Securities Association (ADISA) Conference regarding implementing alternative investments for their clients. Topics included […]

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