Real Estate for Income and Diversification

By Mark Fissel
Posted on April 5th, 2021

An estimated 145 million Americans own real estate investment trusts (REITs) in their retirement accounts and other investment funds.1 The primary appeal of REITs is […]

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March 2021 Market Recap

By Clint Edgington
Posted on April 5th, 2021

The gradual economic growth discussed last month showed signs of accelerating in March.  Employers hired more, with January and February’s employment gains of +545k being […]

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February 2021 Market Recap: Continuing Trends

By Clint Edgington
Posted on March 2nd, 2021

February was a quiet month in the markets, continuing trends that have been in place since December.  Economic expansion seems to be continuing, with positive […]

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Opportunity Zone Investment Deadline Extended

By Anne Zavaglia
Posted on February 2nd, 2021

Typically, taxpayers that want to defer paying taxes on capital gains must reinvest their realized gain into a Qualified Opportunity Zone Fund within a 180 […]

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Turbulent Times: Bear Markets Come and Go

By Mark Fissel
Posted on July 1st, 2020

The longest bull market in history lasted almost 11 years before coronavirus fears and the realities of a seriously disrupted U.S. economy brought it to […]

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April Fools! S&P continues bounceback for a 17% gain

By Clint Edgington
Posted on May 1st, 2020

March was the longest year, but April seemed like a quick week.  The S&P’s 17% gain for April made it the best April in several […]

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Market Reaction to Coronavirus

By Clint Edgington
Posted on March 2nd, 2020

Fears of contagion of the Coronavirus triggered the market to experience it’s fastest 10% drop from an all time high last week and prompted the […]

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Market Strategies: Three Ways to Play Defense in Your Stock Portfolio

By Mark Fissel
Posted on September 4th, 2019

Defensive investment strategies share a common goal — to help a portfolio better weather an economic downturn and/or bouts of market volatility. But there are […]

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