January 2023 Market Review

By Clint Edgington
Posted on February 3rd, 2023

January was a good month for investors, with markets ending higher despite concerns that the economy may be headed toward a significant slowdown or even […]

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The SECURE 2.0 Act of 2022 Brings Changes for Workplace Retirement Plans in 2023

By Anne Zavaglia
Posted on February 1st, 2023

The Consolidated Appropriations Act, 2023 was signed into law at the end of 2022 includes the SECURE 2.0 Act of 2022. SECURE 2.0 includes over […]

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January 2023

By Mark Fissel
Posted on January 18th, 2023

2022 Market Review Inflation : The Trend Continuedfrom Clint Edgington, CFA In our 2021 market review, we discussed the sources of our current inflationary economy and assumed […]

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Three Ways to Help Simplify Your Finances

By Mark Fissel
Posted on December 21st, 2022

Over time, finances can become complicated, especially when you’re juggling multiple goals and accounts. Simplifying your finances requires a bit of effort up front, but […]

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November 2022

By Mark Fissel
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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October 2022 Market Review

By Clint Edgington
Posted on November 1st, 2022

After a rough September, markets rebounded in October with the first monthly gain since July. After two quarters of contracting, GPD growth came in higher […]

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Is It Time to Buy an Electric Vehicle?

By Mark Fissel
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

By Mark Fissel
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

By Mark Fissel
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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Inflation Upside?

By Anne Zavaglia
Posted on October 4th, 2022

With inflation at a 40-year high, it may feel like doom and gloom.  Markets are down from their January peak, costs have soared especially for […]

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