My Tax Account  My Wealth Management Account

CEC Interview at AICPA Conference

Insurance Planning

Successful Financial Habits For College Graduates

Successful Financial Habits For College Graduates

Dee Kerr, CFP®, CDFA®

It’s that time of year again-- college graduation is upon us. There could be a lot of college graduates that find themselves making personal financial decisions on their own for the first time. This can seem overwhelming and a daunting task at the start.

The Masters

Tiger Woods roared to life by winning the 2019 Masters – his fifth green jacket.  He last won at Augusta in 2005 and it’s his first major win in 11 years. Athletically, his win marks one of the greatest comebacks in all of sports.

Avoiding Retirement Woes

How to Avoid Retirement Woes

Market Update - April 12, 2019

For the week ended April 12th, 2019 U.S. stocks gained a bit with earnings season slowly beginning and core inflation levels coming in contained.

How Training for a Marathon is like Managing Your Finances: Lesson 12

By Gary Silverman, CFP®

My attempt at a marathon had started. I was blessed by the absence of rain. Temperatures were cold, but I was dressed appropriately for it. My top layer was a windbreaker that also acted like a thermostat—I could raise and lower the zipper to cool down or warm up as conditions warranted.

How Training for a Marathon is like Managing Your Finances: Lesson 12

By Gary Silverman, CFP®

My attempt at a marathon had started. I was blessed by the absence of rain. Temperatures were cold, but I was dressed appropriately for it. My top layer was a windbreaker that also acted like a thermostat—I could raise and lower the zipper to cool down or warm up as conditions warranted.

Quarterly Perspective - Vol. 26 No. 2

Spring 2019

A Goldilocks Economy  Will Williams
Recession Rumblings  Brian Christensen, CFA
Beware of Phishing  Jeremy Hanshaw

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Stocks & Yogurt

Consumers are stressed out over yogurt.

The Wall Street Journal recently published an article about declining yogurt sales - Yogurt Sales Sour as Options Proliferate. The main theme of the article is that consumers have too many choices.

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