Closing Out Our Equities Overweight

June 5, 2023 | Weekly Market Commentary

Closing Out Our Equities Overweight

Printer Friendly Version Stocks have had a nice run, but at higher prices, the bar for further gains gets higher. …

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June 5, 2023 | Risk Analysis & Insurance

FAQs on LTC Insurance and Your Taxes

If you or a loved one needs long-term care (LTC) services, there are insurance products that can help cover the …

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How Much of a Problem is Concentrated Leadership for Stocks?

May 31, 2023 | Weekly Market Commentary

How Much of a Problem is Concentrated Leadership for Stocks?

Printer Friendly Version The mega-cap technology companies have powered the broad market higher this year. In fact, the 8.1% gain …

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What U.S. Expats Need to Know About Estate Planning

May 30, 2023 | Retirement Planning

What U.S. Expats Need to Know About Estate Planning

At least 12% of Americans have thought about living abroad in retirement, according to a study by the Aegon Center …

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May 25, 2023 | Tax Planning

Investor Alert Tax Impact of Gyrating Markets

The stock markets have experienced significant volatility over the last year, causing many investors to realize some significant gains — …

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May 23, 2023 | On-Demand Webinar

On-Demand Webinar: SOMM (FOR) LIFE – Investing In Your Future As A Wine Professional

In case you missed it live, Kathleen Hosty, Wealth Advisor, was a guest speaker on a recent webinar hosted by …

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May 23, 2023 | Financial Planning for Women

Secure 2.0: Advantages for Women

Join Susan Garbarino, Principal / Wealth Advisor, and Veronica Roshek, Wealth Advisor, as they discuss the advantages of the Secure …

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Will History Rhyme? A Fed Pause Has Been Good for Fixed Income

May 22, 2023 | Weekly Market Commentary

Will History Rhyme? A Fed Pause Has Been Good for Fixed Income

Printer Friendly Version Economists like to remind us there is no such thing as a free lunch. In investment parlance, …

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Earnings Update: Better than Feared Undersells These Results

May 15, 2023 | Weekly Market Commentary

Earnings Update: Better than Feared Undersells These Results

Printer Friendly Version First quarter earnings season is nearly complete, and it has caused us to regret titling our earnings …

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King Dollar Still Rules: Why It Continues to Reign

May 8, 2023 | Weekly Market Commentary

King Dollar Still Rules: Why It Continues to Reign

Printer Friendly Version Much has been written lately about the threats facing the reserve currency status enjoyed by the U.S. …

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Investor Sentiment Tested

May 3, 2023 | Client Letter

Investor Sentiment Tested

Dear Valued Investor, Spring is often thought of as an uplifting time, marked by growth and renewed hope as we …

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8 Questions to Consider Before Buying Life Insurance - A Needs Analysis

May 2, 2023 | Risk Analysis & Insurance

Podcast: 8 Questions to Consider Before Buying Life Insurance – A Needs Analysis

May 2, is Life Insurance Day, and marks the anniversary of the first day that life insurance became available in …

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Sell in May: Does This Stock Market Adage Come into Play

May 1, 2023 | Weekly Market Commentary

Sell in May: Does This Stock Market Adage Come into Play

Printer Friendly Version “Sell in May and go away” is probably the most widely cited stock market cliché in history. …

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Have You Considered These SECURE 2.0 Retirement Saving Provisions?

April 25, 2023 | Retirement Planning

Have You Considered These SECURE 2.0 Retirement Saving Provisions?

President Biden signed the Setting Every Community Up for Retirement Enhancement 2.0 Act (SECURE 2.0) on December 29, 2022. It’s …

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Draining the Lifeblood of the Economy: The Small Business Sector

April 24, 2023 | Weekly Market Commentary

Draining the Lifeblood of the Economy: The Small Business Sector

Printer Friendly Version Investors use various analogies to describe the importance of small businesses in the domestic economy. Some refer …

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