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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New 401k Lifetime Income Illustrations

By Anne Zavaglia
Posted on October 4th, 2022

Many 401k participants saw, for the first time this year, Lifetime Single Life Annuity Stream illustrations on their quarterly statements. The Secure Act requires that […]

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Benefits of the Inflation Reduction Act

By Anne Zavaglia
Posted on October 4th, 2022

President Joe Biden signed the Inflation Reduction Act (IRA) into law in August.The bill is a reduced version of the administration’s Build Back Better plan. […]

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Q3 2022 Market Review

By Clint Edgington
Posted on October 4th, 2022

The Fed’s rate increases are not slowing inflation as quickly as hoped. After remaining flat for a few months, inflation data released in mid-Sept was […]

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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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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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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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