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Markets & Economy » Investing in Other Investors

July 11, 2019 | Investment Themes

What if we told you that over $5 trillion worth of shares are traded every month? Or that every year, the entirety of the world’s GDP changes hands on stock exchanges all across the globe? Stock investing is big business, but few think of how a trade is actually processed. When orders are sent, …

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Corey Jackson, CLU®, CFP®, ChFC®, CASL®

Senior Wealth Management Consultant

Financial Planning » 3 Ways to Determine How Much Life Insurance You Need

June 28, 2019 | Financial Planning

Life insurance is a financial tool that can help individuals accomplish a variety of financial goals. Most commonly, life insurance provides for dependent family members in case of premature death. Life insurance can also be used to fund certain goals, such as a child or grandchild’s future college …

Dana Vosburgh, CFP®

Director of Family Wealth Management

Financial Planning » How Investors Should Handle Market Selloffs

May 29, 2019 | Financial Planning

When times are good, investors tend to think the good times will go on forever; and when times are bad, it can feel like the pain will never end. Heading into the end of last year, investors were enjoying one of the longest bull markets on record. US stocks reached levels up over 400% from their 2 …


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