Posts Tagged ‘Resources’

From Buttons to Bucks and Back Again

  Luellen Lockwood, MBA, CPA, EA | September 15th, 2017 Do you remember taking Home Economics in junior or senior high?  If your answer is yes, then you and I are certainly dating ourselves.  As corny as it may sound to the younger generations, we learned a lot of basics in that class:  how to […]

Posted by Carly Atkins on September 14, 2017

Leveling The Playing Field and Tackling Financial Challenges for Women

Shalina Martos, CFP®, AAMS® | August 23rd, 2017 As a young girl, my mom was my hero. She was a single parent, raising four active children with little to no financial support.  In her day, being a homemaker was the expected norm for women who didn’t have any post-secondary education or meaningful job prospects.   Even if […]

Posted by Carly Atkins on August 23, 2017

Diversification – Own the Market and Reduce Risk

Nicholas Wright | August 1st, 2017 Once an investor decides to put his money to work in the financial markets, naturally the first question he must ask himself is: What should I invest in? Often, newbie investors expect the answer to be a secretive stock pick or the “hot” company that is making headlines on […]

Posted by Carly Atkins on August 1, 2017

Can The Traditional Indexing Approach Be Improved Upon?

Jordan Edwards, CFA, CFP® | June 15th, 2017 In last month’s blog, we explored the challenges faced by actively-managed equity funds and why so few manage to outperform their benchmark indices. The difficulty involved in overweighting stocks that outperform the broad market along with the hurdle rate of higher fees helps explain why less than 10% […]

Posted by Lars Phillips on June 13, 2017

The News Keeps Getting Worse For Actively Managed Funds

Jordan Edwards, CFA, CFP® | May 16, 2017 It’s been over 40 years since John Bogle created the first index mutual fund. His common sense explanation that investors in aggregate will earn the return of the market minus the expenses they pay has revolutionized the industry. While low-cost index funds have exploded in popularity in recent […]

Posted by Carly Atkins on May 16, 2017

Do You Really Know Your Advisor?

Luellen Lockwood, MBA, CPA, EA | April 25, 2017 In this age of non-stop information available on the internet, we have become experienced researchers on everything from buying a new car to our next espresso machine.  But, do we take the time to check out every detail on the firm who is going to invest and […]

Posted by Carly Atkins on April 25, 2017

Is Your Advisor a Fiduciary?

Taylor Drake | April 5, 2017 FIDUCIARY || Fə-ˈdü-shē-ˌer-ē With the proposed Department of Labor (DOL) Fiduciary Rule originally scheduled to take effect on April 10th this year, we have received a few inquiries asking (1) if we are fiduciaries, and (2) what the rule means for our clients and the industry as a whole. Let’s […]

Posted by Carly Atkins on April 5, 2017

The Real COST of Procrastination

Nicholas Wright | February 15, 2017 We find it so easy to delay things that aren’t front of mind. These tasks seem so far away, we can always convince ourselves we will “get to that later.” Procrastination or putting these items off until the last minute may have worked on your college papers or even […]

Posted by Lars Phillips on February 14, 2017

6 Predictions To Bank On For 2017

Lars Phillips, CFA | January 15, 2017 It’s that time of the year again when the investment media likes to publish articles with their predictions for the coming year. Not wanting to be left out, we thought it was time for us to jump on the bandwagon and go out on a limb. Without further […]

Posted by Lars Phillips on January 15, 2017

There is no “I” in Team

Dave Welty, CFP® | December 15, 2016 I am a huge proponent of the team concept.  Rarely are individual efforts greater than those of the team that surrounds them. This is true in many aspects of our daily lives. I find that when my wife Katherine and I work as a team, the outcome is […]

Posted by Lars Phillips on December 15, 2016

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