Investing

There has been a lot of concern about our foreign trade policy recently. We’ve all seen the US stock market’s reaction to the announcements of tariffs and trade restraints against China. But what about the larger implications for jobs, theREAD MORE

In the beginning of February we experienced something we haven’t seen in 400 days: a significant pullback in the stock market. After over a year of nearly continuous gains, we endured a turbulent week that pushed us into official marketREAD MORE

In the wake of the Equifax data breach, many consumers have been scrambling for ways to protect their financial accounts from identity thieves. Here are some security measures and technology features to help protect your investment accounts. Secure Your OnlineREAD MORE

2017 may be the year a fiduciary standard finally takes center stage in the personal financial advice profession. The Department of Labor’s (DOL) Fiduciary Duty Rule, scheduled to be implemented on June 9th, expands the “Investment Advice Fiduciary” definition underREAD MORE

Quarter in Review Global stocks continued last quarter’s rally into 2017. The S&P 500 Index of U.S. large company stocks rose 6.1% for the quarter, while smaller company stocks were up by 2.5%. Developed international stocks outperformed U.S. stocks, risingREAD MORE