Geopolitical tensions and inflation strike: Markets uniformly down 2022 Q1

By Clint Edgington
Posted on April 12th, 2022

World equity markets’ great 2021 is not continuing in 2022, while fixed income markets’ underwhelming performance last year is.  Inflationary pressures have been in the […]

Learn More

March 2022

By Mark Fissel
Posted on March 10th, 2022

February Market Review from Clint Edgington, CFA February saw markets uniformly down.  Initially investors fretted over global Central banks tightening monetary policy, with the highest headline CPI of […]

Learn More

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 […]

Learn More

“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 […]

Learn More

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 […]

Learn More

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 […]

Learn More

$1.2T Infrastructure Bill passes while the Build Back Better Act still hangs on the line

By Anne Zavaglia
Posted on November 8th, 2021

The Infrastructure Bill passed in the House late Friday, and is expected to go to President Biden to be signed into law. The Infrastructure bill, […]

Learn More

Is Your Business Eligible for the Research and Development Tax Credit?

By Mark Fissel
Posted on October 28th, 2021

Has your business encountered and solved technological challenges in recent years? Maybe you invested in software development, re-engineered manufacturing processes, or performed laboratory testing. If […]

Learn More

October 2021

By Mark Fissel
Posted on October 22nd, 2021

Third Quarter Market Review from Clint Edgington, CFABroad markets have enjoyed a buoyant 2021, with bonds being the only major segment of the market to […]

Learn More

Third Quarter Market Review

By Clint Edgington
Posted on October 12th, 2021

Broad markets have enjoyed a buoyant 2021, with bonds being the only major segment of the market to show a loss. The buoyancy, however, did […]

Learn More